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 : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (3755)	5/17/1999 10:10:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

" I'm sure this will make the FCC pretty happy.<G>" Mike, even noting your grin symbol, the US has an fact had in issue with the PTTs around the globe, and Commerce has been attempting to get other players on the international scene to comply with some tariff and settlement rate reform. Last year the FCC even went as far to threaten (very diplomatically) the rest of the world by implying that if they didn't conform to lowered rates soon, the US wouldn't block the many VoIP and other Internet voice initiatives that are already afoot, effectively, and that this would be used to offset their intransigence. In other words, they held VoIP over the heads of the PTTs as a threat. GBLX is still too young to have fully developed an international long distance posture, much less a position on many of these matters, but I can see them in a disruptive role here which could be used to force the hands of many PTTS... if Global should elect to take on a packetized mode of voice delivery. GBLX can't do this alone right now, at least not in a timely manner. A larger player would be very useful here, however, and USW's perception of such an oppotunity would be higher than many would give them credit for, I believe. Profit margin opportunities in international voice are far more attractive than domestics, and international offers immesasurably more growth visibility, as well. Yes, my latent predisposition to the bleeding edge is showing here again, I'm sure, but it does make for good, albeit, a stretched sense, of speculation. Any thoughts? Regards, Frank Coluccio