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To: FR1 who wrote (12013)	7/2/1999 1:35:00 AM
From: ahhaha	Read Replies (1) \| Respond to of 29970

You're argument sounds like Armstrong reasoning. It is from the Democrats. It is how to cut up a fixed pie and how to do it fairly. It is well-calculated. It assumes many things will always remain the same. It assumes that competitive corporations can engineer planned obsolescence. It is designed in Wharton and built at Harvard. It doesn't work. No one knows what others will do. You don't assume they will or will not do anything even if you have an agreement with them. You hope they will. You operate independently. It would be in WCOM's interest to field their own independent cable facility or buy some MSOs. I keep hearing how clever Ebbers is, but I don't see any belief on his part that cable is the unavoidable future in communications. He must be another Patzer CEO. Whoever signs up a subscriber first has nothing unless they they have the superior product. If the two products are substantially the same, then there is some advantage in first contact, but that would be lost without good service/support. These two products, cable and copper, are not substantially enough the same to even consider them in the same market. In so many years DSL will cease to exist. All waveguide oriented transmissions will be fiber optic. DSL is just an interim solution. The two are not competitors. Why does anyone think they are? I know the answer: It is found in the Demo's fixed pie. The world will always remain the same so you had better grab whatever two cents you can while the getting is good. That's the dominant investment philosophy on SI and it is reminiscent of CEO insight. What do you expect from poor people?