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Technology Stocks : AT&T -- Ignore unavailable to you. Want to Upgrade?


To: ajs who wrote (2449)5/19/1999 6:52:00 PM
From: muddphudd  Read Replies (1) | Respond to of 4298
 
Either way, AT&T will be a force in the cable, telephone, and internet market for a long time. Anyone buying WCOM too?



To: ajs who wrote (2449)5/20/1999 5:21:00 AM
From: Robert Scott  Respond to of 4298
 
First of all, I doubt WCOM bought wireless cable for residential customers - my understanding is that it will primarily be used to cut out access lines to business customers and to offer high speed data/internet services.

Second of all, owning the wire IS very strategic and important. If Jubek doesn't think the RBOCs are going to make a ton of money selling XDSL to AOL, etc, he's crazy. And to have the pipe (cable) and the service/brand (@Home) is an enviable combination - so enviable some guys are meeting in DC to talk about it.

Third of all, to offer cable, local, long distance, wireless, and ISP from 1 company and one bill IS a very significant advantage. And to be able to present and pay that bill on-line will be very big = GO CKFR. Hopefully they'll get T's account soon. They already have WCOM's.



To: ajs who wrote (2449)5/21/1999 1:49:00 AM
From: lkj  Respond to of 4298
 
Well, I agree with the article that there will be a huge number of wireless devices, but they will not be using wireless cable, but 3rd Generation cellular system that handles data at 2Mbps each direction. While the number of wireless appliance will be very big, but I don't see the need of broadband for PDAs. Cable is the way to go for broadband, and AT&T has made its big bets. Basing on Armstrong's past track record, he should execute again this time.

Also, if 3G is to be as big as I think, AT&T will be a huge player in that as well.

lkj



To: ajs who wrote (2449)5/21/1999 9:38:00 AM
From: greenspirit  Read Replies (1) | Respond to of 4298
 
ajs, you may be right with regards to the next 10 years. But after that wireless is going be huge!

Little boxes half the size of a large pizza will be sold for less than a hundred dollars and give us everything. T.V. Celular phones, high speed net access, and so much more.

The difficult part will be getting the systems working in hilly parts of the country. But with economies of scale, and the financial will AT&T appears to have, it will be accomplished.

Phones, cable and so much we take for granted working the way they do today will be significantly effected by the technological leaps of the next decade. There's an "Angel" in every cloud. :-)

It's going to be interesting indeed!

Michael