Sprint might pay a little premium if a firm already had customers. There might be time to market advantage.

289

Comcast has the experience and the expertise. As a shareholder I would rather have those assets in Comcast's hands than standing alone and run by a telephone company.

205

It's basically the same company legally.

162

Justice may know a lot about justice, but it's painfully obvious to me that they know nothing about telecoms. Justice is taking a historical perspective, which is exactly the kind of perspective that would probably get me in deep trouble and perhaps even fired if I was looking at the industry on that basis.

118

I'm not really going to change anything in my model because of what they said.

95

Although other companies have reduced guidance in the past several days as well, WorldCom has nearly 100 percent exposure to the long-distance industry, which is experiencing the brunt of the severe difficulty in the telecom industry.

81

Shared services is probably the least attractive. Managed services are the highest margin data service centers.

67