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Technology Stocks : RCN Corp. (RCNC) - Voice-Video-Internet -- Ignore unavailable to you. Want to Upgrade?

To: lazarre who wrote (204)	1/19/1999 10:21:00 AM
From: Howard Salwen	Respond to of 720

Why is this interesting? Where is the synergy that is supposed to drive these mergers? These two companies seem to be in entirely different businesses. That is, the sales forces approach substantially different customers. The R&D staffs work on different problems. The marketeers have quite different challenges. And so forth... I don't get it. Where are the cost savings? As far as helping each other.. One company is an ISP which sells high speed broadband services by piggybacking on existing catv systems. The other company is an info portal to the internet. It sells to others like Quicken and piggybacks on their access to clients.. How can they help each other? Maybe something new is in the works that we don't know about. That would be interesting..

To: lazarre who wrote (204)	1/26/1999 7:25:00 PM
From: BostonView	Read Replies (1) \| Respond to of 720

RCNC is also now focusing on content; hired a guy to come up with a game plan to leverage their growing mass of 500,000 netizens. Personally, I think it's a bit diversionary, and probably cost-prohibitive to buy anyone worth buying. I'd rather see them put everything they've got into building the network as fast as possible, signing up every resident they can, and then cut some deals with the corporate crowd where excess capacity permits. RCNC is still under solid institutional accumulation...looks like the big money is starting to believe RCN is going to kick some serious butt over the next couple of years. BV