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Technology Stocks : Westell WSTL -- Ignore unavailable to you. Want to Upgrade?

To: Trey McAtee who wrote (15214)	2/18/1999 6:23:00 AM
From: Neal Hopper	Read Replies (2) \| Respond to of 21342

Trey, <<1) FCC probably wouldnt allow T (for example) to buy AOL.>> Any part of t that is unregulated would be out of the scope of the FCC. <<2)the justice really would have a problem with it>>>> Are you kinding it took the justice department 14 years to figure out Microsoft. 3)<<3) people access AOL using the PSTN. that means people will still access using ADSL. that means the phone companies are still going to make a bundle, in fact a hell of a lot, working with AOL than against them. AOL tried to own the network. they didnt like to too much. it doesnt matter who owns AOL...it matters who owns the pipe.>> First, think in the "pipe" is the RBOCs problem now. The future is not about the pipe. If you need example, the San Fransico stock exchange is trading a Bandwidth futures contract. YOU CAN"T MAKE MONEY DELIVERING A COMMODITY. The future is making money on the content and providing access to the content. Second, AOL has 18 million subscribers, and you combine the access points of T,TCI,Time Warner and a possible comcast combination. you can transition many of the dail up accounts to cable modems. Even still if all of the accounts stay on the PSTN, the RBOCs are only going to get $30 tops for the pipe while AT&T and cable get much, much more. The RBOCs are dead they just don't know it.1