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

To: John Coltrane who wrote (4424)	5/6/1999 4:43:00 AM
From: JM	Respond to of 11568

MCI already leases lines from BEL. A BEL/WCOM marriage is interesting food for thought. The two company cultures are worlds apart, however. BELs local loops need upgrading ($$), mostly copper. There will be no cheap way of entering end to end local service. The post MCI Worldcom is less nimble (the shark that swallowed the whale). The MCI deal was a stretch, causing the focus to be internal, in order to realize the savings promised to shareholders after the inflated offer price was paid. There is a price to pay for becoming bigger, and we are begining to see the effect. The challenge to sustain the growth rate going forward will be increasingly difficult to achieve. IT will be interesting to see what the mgmt. team comes up with now that NXTL is out of the picture.

To: John Coltrane who wrote (4424)	5/6/1999 9:15:00 AM
From: Ahmad Sinno	Read Replies (1) \| Respond to of 11568

John, I'll have to come back and read your message when I have a free evening . Thanks for the thorough analysis. Somewhere towards the top of your message you talk about costs of laying pipes not only in terms in $s but time as well. xDSL is the most expensive on both fronts, followed by cable. The cheapest is wireless, and it seems custom built for local loops. When T went for cable, WCOM shrewdly, tried to up the ante by going after wireless (which is a few years away from being ready for prime time). Essentially eliminating the need for RBOCs. NXTL wouldn't deal, which may end up being a blessing in disguise. Personally, I don't think that we've heard the last about the wireless issue. It'll be interesting to see if WCOM decides to build or acquire. I don't care what anyone says, I have faith in the WCOM management team. I think they complement one another very well. Usually, you wonder if a CEO who runs a $1B company can run , say, $100B company. Considering how well the integration of MCI is going, I say the WCOM team has the aptitude to do it. Ahmad

To: John Coltrane who wrote (4424)	5/6/1999 12:37:00 PM
From: Chadick	Read Replies (2) \| Respond to of 11568

John, I read your message before I ate breakfast and need to go back and re-read several times later, so I have printed it . There were two things you stated that stood out; "firstest with the mostest is the key"' and "T has upped the ante by bringing the future closer sooner." Both phrases sound like great advertising slogans. I did not see any mention of GTE. Is the BEL/GTE merger still on track? T, FON and WCOM were all oppossed to the merger earlier. GTE has local service in 28 states, wireless in 17 states(and is acquiring Ameritech wireless assets in the midwest)long-distance, cable TV,cable internet,DSL, and will have a 17,000 mile nationwide high capacity fiber network completed by year-end. Comments? I always had LDDS on my "stocks of interest" list. WCOM is still there, as is QWST. Recently I have added BEL to my list. Suddenly Global Crossing(GBLX) is in the news. Thanks for sharing your soliloquy. Fred

To: John Coltrane who wrote (4424)	5/18/1999 4:45:00 AM
From: John Coltrane	Read Replies (2) \| Respond to of 11568

GBLX and US West....INCREDIBLE! Seems to confirm my vision of the market, mad dash for the customer, wonder who/what is next. Been doing some backtracking homework on the vision thing. Reading and re-reading Gilder's books for one thing and I also came across this in an old Cringley column, pbs.org Thoughts?? Seems it would make sense for T in building out a NEW local loop to look to NEW technology in doing so; and that means IP telephony. How about a nice new "IP telephone" to go with that nice new set-top box with local, long distance and cable service?? --------------- Carver Mead of Caltech: "Listen to the technology...and find out what it is telling us."