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To: Scrapps who wrote (2216)	6/15/2001 4:50:54 PM
From: KHS	Read Replies (1) \| Respond to of 2404

Gentleman, are we missing something? Yes, optical networking has met the saturation point and I can understand that. But the last mile never got going over the last few years. They say dsl inventory is stacked, but deployment numbers will certainly grow this year and next. Lots of end point DSL devices have yet to be built or purchased by the end user (Business or residential). The CO's may be stacked with capacity but the end point unit growth should help work off the inventory quickly and not 18 months or more. Is this the issue that is being missed by the street or am I missing something? Keith