To: Carolyn who wrote (1370 ) 5/20/1999 12:19:00 PM From: Joana Tides Read Replies (1) | Respond to
Howdy Pals, Carolyn that bandwidth transfer that ENE's doing would be right up your alley with your Nortel and TLAB too, wouldn't it? My brain's just been whirling from it, reading the whole article over again, thinking it's importance is more than it's not getting headlines over. Something about it makes my nose twitch; This One could be a-sneaking up behind and soon be ready to actualize itself across all fields, as ENE owns thousands of miles of fiber-optic lines itself to facilitate the transfers. Another interesting sleeper stock I've been watching lately is TUTS - software for high-speed access over copper wires, and there's another one coming out in an IPO soon (I believe the ticker will be CAIS or summat like) that'll be doing the same high-speed thing but with wireless landbased dishes speeding up the broadcast from copper lines to its gizmos. Battle lines are being drawn here, with this Enron bandwidth transfer thing, methinks. Maybe it all will boil down to who is a Utility and Who Isn't...I don't believe Cable is considered a (Necessary)Utility at present, Cable is an Interloper, and (Optional) An Entertainer to Them as long as The Networks control the communication lines. I don't think the Utility Sector will want to budge an inch on their status quo of being the sole means of transfer of communications...leaving the communication to be transferred to Another Kind Of Company; what they don't like about the Cable is The Network Inherent. That's where ATT is getting into a morph and why it's already run across a limit (news today-ATT may not utilize the UMG capacities until the year 2000) because it's not so much the new size that's unpopular; it's the morph between sectors of the movie and the means that they're not sure what to make of it's implications, and so are shying away from. Like, the TCI last year was bad enough, and Now This (especially that UMG is a Baby Bell, same thing they don't like about the SBC/AIT merger). Keeping the means of communication seperate from the communication itself ensures a safer regulatory distance than when it is combined; is what I believe to be a large part of the displeasure about the deal from the feds and the rest of the industry here.
