AV8R
Pardon, but what has the president's announcement actually done, or put in place, that wasn't there before? Nothing, as far as I can see, except to elicit a similar set of desires by Kerry just a short while later. I particularly liked the part of his speech which announces that once everyone had broadband access in 07, then, and thereafter, end users should be assured choices.
What kind of logic is that? It more or less reinforces the administration's goal of having the RBOCs win the war of the first mile, allowing only a revisiting of the competitive skirmishes, later on.
In any event, this, IMO, is merely campaign rhetoric, for it proposes no roadmap to getting there, other than tacitly backing the monopolies. Choices?
So, to answer Keith's original question, maybe. If your product is used by AFC or one of the other purveyors who happen to be lucky enough (good enough?) to be chosen by the limited few purchasers who, through no credit to themselves, hold license to the public rights of way, which allows them to hold most of the cards, IMO. Of course, a rising tide lifts all ships, but what does that say about one's competitive advantage, except, possibly, the need to price product more competitively...
FAC |
