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To: VFD who wrote (4540)5/28/1999 6:10:00 AM
From: Robert Scott  Respond to of 11568
 
"He was careful to stipulate that the company wouldn't need to buy a fixed-wireless company, and hinted that technology from wireless leaders Teligent (TGNT) and WinStar (WCII) "will almost certainly be replaced."" This is a remarkable comment and smells of one to cause prices to fall so that they can be bought. The fact that he said "almost" is also interesting. I would think it would be definately - but it's still a matter of time, as it is for all technology.

I cannot see any technology replacing Winstar/Teligent who has already made the investment and gotten the customer. The only way is through more bandwidth at lower prices and currently only fibre can do this. Noone or at least not in the intermediate term future is going to run fibre to Telegent or Winstar buildings - return is not there.



To: VFD who wrote (4540)5/28/1999 2:25:00 PM
From: Anthony Wong  Read Replies (2) | Respond to of 11568
 
Long-Distance Carriers Ask N.J. for Local Access, Paper Says

Bloomberg News
May 28, 1999, 1:07 p.m. ET

Trenton, New Jersey, May 28 (Bloomberg) -- AT&T Corp., MCI
WorldCom Inc. and other long-distance phone carriers want to
enter New Jersey's local phone market but told the state's Senate
Commerce Committee they can't make a profit unless Bell Atlantic
Corp. makes concessions, the Star-Ledger of Newark, New Jersey,
reported. The state Board of Public Utilities has proposals to
resolve technical obstacles to competition, but the companies
want the changes to come more quickly. The companies want a
reliable computerized system that would allow Bell Atlantic
customers to switch to a rival company, and the companies want
the ability to lease sections of the regional Bell's network at
reasonable rates, the paper said.

Bell Atlantic-New Jersey President and Chief Executive
William Freeman presented a five-point strategy for fair
competition to New Jersey legislators yesterday that called for,
among other things, the opening of the long-distance, data and
cable markets.

(Star-Ledger of Newark, New Jersey 5/28 42 www.nj.com)