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Technology Stocks : SBC Communications -- Ignore unavailable to you. Want to Upgrade?

To: KEN G who wrote (79)	1/15/1999 10:52:00 PM
From: joarel	Read Replies (1) \| Respond to of 216

Ken, Very good advice. You can see the short term and long term value in a backbone investment for future nationwide data transport services at some point when the FCC finally rules favorably. CNCX is an ideal platform to migrate the kind of services(eCommerce, VPN, Firewall) that SBC is focusing on for acquisition of new business customers. -joarel

To: KEN G who wrote (79)	1/29/1999 11:41:00 AM
From: Timothy Willis	Read Replies (1) \| Respond to of 216

Kenny, Is this how you are spending your time these days? When is SBC going to go back up and why? This last week when I was not trading I cut down 8 cedar trees in the back yard and now have a lake view from my office. We both have quite a bit of SBC and this drop is no fun. The Supreme Court ruling no joy. I am trying to recall if AT&T has EVER (since 1-84) missed getting what it wanted in Washington, in any venue. What is the best way to send you e-mail direct...does someone here in TX have your e-mail address on AOL or whatever?

To: KEN G who wrote (79)	2/24/1999 12:38:00 PM
From: KEN G	Read Replies (1) \| Respond to of 216

SBC's Little Big Deal -- Market Applauds Concentric Plan Feb. 22, 1999 (LTH - CMP via COMTEX) -- SBC Communications Inc. was busy again early this month, grabbing serious headlines for its move to strike a strategic alliance with Williams Communications Group Inc. (Tulsa, Okla.). That $500 million deal to give SBC low-cost access to Williams' fiber optic network certainly raised a few eyebrows, but that's not all SBC was up to in early February. All but lost in the hubbub over the Williams announcement was a smaller but also intriguing deal that saw SBC pick up a $19.5 million, 4 percent stake in Internet service provider (ISP) Concentric Network Corp. (San Jose, Calif.). As with the larger deal, the Concentric purchase is all about positioning. SBC wants to integrate Concentric's Internet-based services-including high-speed dedicated and digital subscriber line (DSL) access, Web hosting and e-commerce services-with SBC's portfolio of data services to more effectively tap into the midsize business market. The plan, which allows SBC to purchase another 4 percent share of Concentric by 2002, also calls for SBC to provide the telecommunications link between business customers and Concentric's points of presence (POPs). Both moves are seen as underscoring SBC's aggressive growth mode and, many argue, puts it at a competitive advantage over other Bell companies. In recently upgrading its position on SBC from "hold" to "buy," investment firm Salomon Smith Barney Inc. (New York) reports: "We believe the telecom landscape is changing and those Bells that aggressively pursue out-of-region opportunities will be in the position to offset share loss in-region. We think SBC fits that bill." The stock market apparently thought so, too: SBC shares gained about 4 percent right after the deals, pushing near $52 at press ti