RCN Corp. (RCNC) - Voice-Video-Internet

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To: Barney Dunn who wrote (191)	1/6/1999 10:45:00 AM
From: HVN	of 720

In their business, no one is valuing them on profitability. It's going to be done almost entirely on cash flow and growth in subscriber base. No one expects them to make any profits for some years - that's pretty standard in the network build out phase. So, I guess it's important for us to figure out how effectively they are signing customers up. In the NY/NJ area, they started with rather aggressive advertising. However, of late, they have slowed down. either it's not working - or they are deluged with more installations than they can handle. naturally, I hope it's the former!!! Anyone hear anything to support either view?

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To: DBrian who wrote (194)	1/8/1999 7:17:00 PM
From: DJ Clancey	of 720

I agree on this as a long termer... bought some low and just bought more today. This company has a great model, but even more so, it ruthless in their attack on the markets they go into. I have talked with people at some of their competitors over the last year and the RCN name is definitely recognized. Hopefully they can continue to execute and make us all some return. One thing I can say about this information revolution... my monthly communications bills (home phone, cell phone, internet access, long distance, etc.) far exceed what they were a two years ago (local/long distance ). That seems to be a trend that bodes well for RCN in their pursuit of income. DJ

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