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To: tech101 who wrote (10914)	6/22/2001 8:13:12 AM
From: Robert T. Quasius	Respond to of 14638

Williams Ceo: There Is No Bandwidth Glut CLEC.com (June 20, 2001) During a speech Tuesday at The Goldman Sachs Emerging Telco and Internet Infrastructure Conference, Howard Janzen, chairman and CEO of Tulsa, Okla.-based fiber-optic-network company Williams Communications Group Inc ., contradicted the commonly accepted idea that there is a bandwidth glut, saying that such reports fail to recognize the difference between lit and dark fiber. "It's simply not accurate to add up dark fiber in the ground and then say there is too much capacity," noted Janzen. "Dark fiber in the ground does not equal usable broadband capacity. When we built our 33,000 mile next- generation network we strategically added more fiber than we needed immediately to prepare for the inevitable future growth in demand." In a release about Janzen speech, the company cited industry analysts who say that broadband applications such as wireless Web and video-on-demand would spur demand in the near future, while demand for traditional telecom services would continue to grow. "You won't find many industries that can match the growth we're seeing as new broadband applications drive demand," Janzen said in the release. "I believe we'll find marketplace fears about bandwidth glut are unfounded. There is strong and continued growth in the Internet and data traffic market and recent studies by industry analysts cite Internet growth rates approaching 100 percent per year." During the speech, Janzen also reported talked about the current market shakeout, which he said would continue. More weaker players, he said, are likely to drop out of the market, but as demand continues to accelerate and local-access bottlenecks continue to be eliminated, companies with compelling value propositions that address the changing marketplace will thrive. For the latest in CLEC information, go to clec.com

To: tech101 who wrote (10914)	6/22/2001 11:04:50 AM
From: pat mudge	Respond to of 14638

Thanks for posting the Tauzin-Dingle article. It's being discussed on the JDSU "transition" thread as well. Being a pragmatist, I'd like to see the FCC find a solution that would allow RBOCs to upgrade without having to give away their services. Perhaps some way to share costs over a given amount of time, or a grace period whereby RBOCs can upgrade without sharing the advanced services, say, for three years, after which competitors can have access for a fair fee. We could talk about government subsidization --- the costs of remote and universal services and so on --- but I'm afraid we'd be opening a can of worms. Let's just hope with the current shake-out we've seen the worst. I understand Kevin Slocum at Witt Soundview upgraded the sector, including JDSU, GLW, and NT. I'll try to get the report. Pat

To: tech101 who wrote (10914)	6/23/2001 3:14:46 AM
From: elmatador	Respond to of 14638

If pressure would build up along the lines that: Only real unbundling of the wirelines would avoid the US telecoms industry go down the drain, then perhaps Last Mile technologies have a chance. The US need to split the wireline out of the Baby Bells into a separate companies, which would own the plant from the MDF out to the RJ11 jack. ILECs grip on the external cable plant equates stagnation of telecoms. That's what has to be shown. Stagnation of telecoms only benefits the ILECS in detriment of the telecom industry as a whole. Under pressure ILECs then would stop sabotaging an important segment of the US economy.