Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : MindSpring Enterprises (MSPG) Another ISP. -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (788)	1/25/1999 9:54:00 PM
From: IFLYer	Read Replies (1) \| Respond to of 1434

Correct me if I am wrong but T is a long distance phone company and the DSL lines will be owned by local phone companies. The only way for T to get into the local phone and high speed access business is via cable. 3 more days 'til the FCC ruling.

To: Boplicity who wrote (788)	1/26/1999 7:17:00 AM
From: GHowe	Respond to of 1434

Greg, I have the highest regards for Mr. Armstrong at AT&T. I can see the corner that he is backed into, as he is unable to get into the local loop as his core long distance revenues are slipping away. Listening to yesterday's AT&T conference call was enlightening. He has very few options. He can continue as is and watch the company become weaker domestically over time due to competition (all the while paying more to the RBOCs than all of the RBOCs combined pay in recip. comps to the CLECs!). He could wait for wireless local loop, which may be some time, he could go out and buy CLECs, which would certainly raise the ire of the Feds and others. Or he could place a sizable bet on HFC and the cable companies. Judging by the latest with Time Warner, this bet may be some time in paying off. Again, I have the highest regards for Mr. Armstrong, but he may yet wake up one morning and look across the bed and not like what he sees.