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Mycroft wrote: <<. I won't discuss why I sold them for I don't want to confuse or anger anyone>>

So1 wrote: Mycroft, don't let the noise get to you. People like myself do appreciate opinions that don't 'go with the flow'. There are people that actually listen to what you have to say, and we really have to stand up for non-cheerleading postings.

Mycroft I would agree with So1. Personally I would like to hear your opinions on MCOM, QCOM.

I have also seen something in post #1469 from tlchiam that sparked an interest and I would like to ask the board.

tlchiam wrote:(I agree that in the global market, AT&T is facing fierce competition from WCOM, GBLX and even the little-known ENT in the corporate market. And I'm also aware that in the local loop, AT&T will be fighting RBOC's, CLEC's, Paul Allen's RCNC, WCOM/FON/CSCO's MMDS, and probably even MCOM's R2 network)


First the pieces of the puzzle: I believe that just recently WCOM and CSCO completed an agreement with MCOM in which WCOM now owns 35% & CSCO approx. 45% plus of MCOM. Additionally with the proposed WCOM/FON merger which bring Sprint fiber optic network and Sprint PCS (wireless) into the picture under WCOM. What I think I see is WCOM'S ability to integrate wireless (PCS) onto the WCOM footprint. Enabling the use of MCOM's Ricochet into wireless data. Internet infrastructure with CSCO's MMDS. Not to mention WCOM huge presence of Internet infrastructure in UUNET.

I sure there is a whole lot more to the picture than I see, or should I say think I see.

So how do the pieces of the puzzle fit together and am I even close? Most importantly what does this mean when it comes to WCOM competing with AT&T and the rest of the major competitor's domestic and global?

Please feel free to correct me in my errors. I'm not advocating anybody to invest in anyone of these companies. Nor am I trying to start a debate between CMDA, GSM or TDMA. I would like to understand how it all fits together and what it all means for the future.

Disclosure: long in PCS

Scott

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