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To: Frank A. Coluccio who wrote (12300)7/12/1999 10:43:00 AM
From: DOUG H  Read Replies (3) | Respond to of 29970
 
Hi Frank, I agree, T knew the legal issues when they bought the assets. I'm sure they have a plan B.
This was sent to me on bandwidth glut.

>>>>>>>>>>>>>>>>>>>>

..."People have been thinking about bandwidth from a Malthusian standpoint: 'How do I ration this?"' said Daniel Smith, chief executive of Sycamore Networks, a communications equipment company, whose previous business, Cascade Communications, another equipment maker, was bought by Ascend Communications in 1997 for $3.7 billion. "And now we're saying, 'How do we think about this from a standpoint of plenty?"'

Many of the nation's communications carriers have come up with an answer: They need to evolve up the digital food chain -- from mere bandwidth suppliers to providers of advanced services -- to maintain their profit margins in the future. They are scrambling to acquire direct links to homes and offices -- not for the assets per se, but because in the next century, margins in the communications business will stick to services and customers...

nytimes.com.