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To: ahhaha who wrote (4069)	1/10/1999 4:44:00 PM
From: andrew wu	Read Replies (1) \| Respond to of 29970

\|> T is mistaken if they think their future lies in VoIP. There is no future in it. I \|> should say there is no profitable future in it. I'm not sure I could agree w/ you on this. For e.g. quite a few wireless services providers offer consumers hundreds of free off-peak minutes a month to attract subscribers. I guess they do so 'cause those subscribers would add a new avenue of revenue stream. If they could not sign on those subscribers the utilization of their network would be very low for 2/7 days a week, hence wasting their own capital investment. Voice accessed via cable, as well as VoIP, should at least make similar business sense. \|> It will be just a must carry stipulation \|> by the FCC. Maybe Armstrong doesn't realize this yet, but T wants to merge with \|> TCI in order to have the lead in providing broadband services. Broadband \|> services include VoIP as an incidental. At best a presence in VoIP helps to get a \|> lead in influencing people to go ATT for the full spread. So T is not staking its \|> future on VoIP. It's doing this to make the merger palatable to the FCC. It's all a ploy. T desperately need the access to homes. Once they have the access, through the merge w/ TCI, they no longer need to pay RBOC's costly fee's to offer long distance services. That would significantly IMPROVE their 'competivness(spelling?)' in the voice business. W/out it they could not afford much lower prices in the competition, meaning losing market shares. And once they manage to offer voice access via cable, ideally VoIP across their optical backbone, voice services from T is more like offering free weekend minutes in many wireless services. -andrew

To: ahhaha who wrote (4069)	1/10/1999 9:19:00 PM
From: Moose	Respond to of 29970

VoIP, VoIP, blah, blah, blah. Interesting idea, but who cares? Talking on a 'phone' will be dirt cheap in a few years due to all the available options (POT, ADSL, Cable, Wireless...). Invest in emerging and dominant technologies: ISPs. Cable ISPs to be more clear. ATHM to be succinct. If you want to invest in other good companies, then pick big cable co's. They get something like 50% of ATHM's service charge - this is new money to them. Growth, growth, growth! You don't really want to invest in T, do you? Great co, but think growth... -Moose