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To: Boplicity who wrote (10195)	2/15/2001 1:51:38 AM
From: Raymond Duray	Read Replies (3) \| Respond to of 13572

Thanks Greg, I appreciate the kind words. Re: > I sure hope it doesn't take two years for the market to come back. I believe it will not because of the still needed build out of the net. Hmmm, build out of the net to what end? The sooner the net get built out, the more rapid is the destruction of the meter-the-minute toll model of the ILECs and PTTs of the world. So, they are in no rush to destroy their most profitable areas of business, LD, T-1/3s, and other such like custom network services. The net obviates all these, so you will see DSL roll out as slowly as they possibly can. VoIP is the enemy of the bean-counters in the green eyeshades at VZ, BLS, SBC, BT, T, etc. They don't want it, and they don't want the B,C and D-LEC interlopers [[who are going to do a damn fine disappearing act this year]]. So, realistically, I'd say I don't see much hope that any wishful thinking on the part of consumers pineing for streaming video, or small businesses hoping to make a web presence profitable are going to have a lot of impact on the key decision makers in terms of the pace of the network buildout. Keep in mind, a decision this year to skip the first generation of OC-192 gear by a number of carriers means that they won't pay the up-front engineering and design costs and will reap a much bettered offer from the new data equipment companies who were being bred like rats in an open granary in Q3 and Q4 2000 and who will be desperate for sales by early 2002 as the original vulture capitalist backers realize they've stepped into a gigantic over-capacity trap in the sector. JMVHO, Ray :)