I figured that before we go too far with this discussion, which is really only founded in hypothesis and perhaps some wishful inference as far as I can see (please someone point me to something more substantive if I've missed it), I'd go back and review the release in question.
Message 6525662
Here, again, the term strategic alliance has been spun in a way that could easily have been replaced with the term "reseller agreement." Unless there are some terms of exlusivity between the two that I am doubtful of.
I've had some experience dealing with some of the Valley's SONET and campus requirements in the RFP process, and the ensuing business cases that are involved, and this appears to be nothing more than a means of acquiring the necessary bandwidth that these players need for the tens of millions of hits they take every day, while making some public splash at the same time, IMO. Hey, those p-r guys have to make a living, too.
I could be wrong, but that's how I read it, and the timing of the earlier release tends to reinforce the fact that there is no "direct" or earlier-intended relationship between the AOL goings on right now with NSCP, and that of the previous sourcing arrangement that NSCP entered into with QWST. I must admit that trying to connect the dots is fun, but I'd like to see some direct lines on the paper before commenting further.
Of course, I could be wrong. Good Luck with your investments, in any event. |
