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Strategies & Market Trends : Tragically Hip Koolaid Stand -- Ignore unavailable to you. Want to Upgrade?

To: globestocks who wrote (409)	11/29/2000 2:18:38 PM
From: Jorj X Mckie	Respond to of 604

As far as the streamlining of business channels (or supply chain), that market has barely been tapped by traditional enterprises. Your father has run into the one thing that justifies marketing folks. If you are smart, you do your marketing functions up front and design the needs and wants of the customer into the product rather than build a product and then try to find a customer for it. Hopefully you have chosen a market that will have strong demand and growth. IMHO, (and I have stated this on other threads), DSL is a stop gap solution for the ILECs so as to fend off the attempts by the LD carriers to circumvent the last mile charges by the partnering or acquiring cable companies for last mile access. And both DSL and MSO solutions are stop gaps for when fiber to the home is deployed and thus providing real broadband access to the home where all of your communication services can be offered in a menu format much like your current cable TV offering is done today. So as far as saturation, I think that it happens at different times for different things. I think that DSL will be saturated within 12-18 months since the ILECs will start ramping down the deployment as new last mile solutions become more viable. (ask Dana Johnson on the Piffer thread about his high speed wireless network service through Sprint). I may start sounding like a broken record, but I do believe that when the last mile bottleneck is broken, it will create a new tornado like growth opportunity similar to what we saw in the past 5 years. Understand that I don't think that this will happen tomorrow. But as there is more bandwidth available to the last mile, it will enable new higher bandwidth application which will in turn tax the core network which will in turn cause another buildout in the core to meet the demand.