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

To: Doughboy who wrote (4233)	4/23/1999 8:36:00 PM
From: Robert Scott	Read Replies (1) \| Respond to of 11568

Internet fees starting at $40/month. I believe we will have to pay more money for more bandwidth in the future - not like dial-up service. Agree that residential long distance (not international) is not a great business but remember that $.05/minute is not as bad as it sounds because the incremental cost of providing a phone call is near 0 after access charges & once you have enough volume to pay overhead - network is already built so just want to sell minutes - access charges are currently $.03/minute so anything over that costs next to nothing. Agree that RBOCs will be very strong competition for long distance customers but T is in a much better position to retain them than MCI due to wireless and cable bundling - MCI will be devastated. I am truly concerned about this as a WCOM shareholder. If WCOM can lose them in an orderly fashion, the damage will be minimal due to the growth in other areas.

To: Doughboy who wrote (4233)	4/23/1999 8:41:00 PM
From: Robert Scott	Respond to of 11568

BTW - came across this recently in Cellstar earnings release "CellStar recently announced a significant new distribution agreement with EverBright Telecom-land, the largest telecommunications chain store network in the PRC. EverBright currently operates 300 telecom stores and plans to open another 700 this year. "PRC" stands for Peoples Republic of China. 700 NEW STORES - YIKES!!!!!!