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To: Raymond Duray who wrote (11482)	6/19/2001 1:12:36 PM
From: Crossy	Read Replies (1) \| Respond to of 12823

Ray, ok you attack "Say's theorem" ..suply will create its own demand.. There is a premise underlying this: provided that RATIONAL INVESTMENT take place. In such an example the supply would be "augmented" to a perceived demand. It is the opposite of "flying blind" where "casual" investments are placed here and there. Say's theorem is not nonsense as you might suggest - it's just that investments can fail in a non-perfect world. It's not really a problem after all because for such situations we have the BANKRUPTCY CODE and I'm not bein cynical here.. "I found that the neighbors, mostly on 5 to 20 acre parcels were, on the whole, hardly interested in the Internet" My supposition had DIFFERENT PREMISES again, see I pointed to a situation of a "HIGH TECH ORIENTED SUBURB" where the people should share a positive attitude to broadband. I can only point out that there need to be some "common denomitors" in place in order for such schemes to prevail. You seem to point out that real life situations are mostly not ripe for this. Maybe I should then respond with: YET ! rgrds CROSSY

To: Raymond Duray who wrote (11482)	6/19/2001 1:41:51 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 12823

Hi Raymond: Wrt LMDS CLECs: they never targeted consumer markets, so it is ridiculous to assert they did not assess customer demand properly. They targeted business markets where demands was strong-- as an aside, it needs to be repeated over and over that more than 50% of all telco dollars are spent by businesses. What CLECs misunderstood was the nature of credit markets, and the lack of willingness by the FCC to really go after the RBOCs. Best regards, Bernard Levy