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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: aladin who wrote (18236)12/6/2006 11:45:11 AM
From: axial  Read Replies (1) of 46821
 
"I know its popular here to blame everything on ILEC's and MSO's, but I fail to see how Time Warner can increase its speed offerings by a 10x while cutting its charges by half - which is what it would take to be equivalent. And lets not even discuss the density issues..."

John, with all due respect, that view doesn't even begin to encompass the broad sweep of what's happening in Asia.

Nobody is claiming that Asian countries haven't made mistakes - they all do it differently - but they've been quick to recover, and relentless. Sectoral cooperation is built in - so that the private sector can participate, at a profit.

How is that done? By designing and implementing effective policy.

Your NTT example would seem to illustrate a point.

However, if you wish, I can demonstrate the alarm with which the Japanese viewed advances by other Asian tigers circa 2000, and the vigorous policy review and structural changes that resulted.

The real point is not that a mistake was made; it's that the Japanese recognized their errors, and openly sought to change their direction. They almost turned on a dime.

How would I characterize the difference between our reactions, and that of the Japanese, post-2000?

We have minimal awareness and no of sense of alarm. Worse, even if we had the awareness, there's no leadership from the perspective of public and national interests.

Regards,

Jim
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