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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: 10K a day who wrote (7395)	6/3/2001 11:44:20 PM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 57684

impristine, I agree with you. Fiber is being extended all the way to the home at an increasing rate. Japan is putting in the infrastructure for FTTH on a much wider basis. Things like entertainment on demand, interactive video games, voice, video calls, data, will drive the need for bigger pipes to the home. Amazon recently sent me a notice about distributing their media products online, rather than hardcopy through the mail. Changing demographics will be a big driver too. I believe that the ILECs have a very serious threat from both cable MSOs and any LD carrier who figures the last mile out effectively (AT&T does have a cable MSO). I am a big fan of AOL since they have both horizontal and vertical integration of their markets. Every kind of content as well as distribution. The AOL/Time Warner merger was brilliant in my mind. One thing to remember is that the cable companies have had consistent positive revenues while the ILECs/CLECs were over deploying and losing money. I have also been buying CHTR. JXM