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To: Dale Baker who wrote (2914)6/29/2001 1:37:36 PM
From: Raymond Duray  Read Replies (1) | Respond to of 3873
 
Hi Dale,

Thanks for dropping by. Your articulate views on the telecom scene are very much appreciated, and should you hang those 2-3 additional articles on you website, please make a note of it here so I can pursue the rest of the story. :)

As far as your view that the most robust players will engage in a consolidation of networks over a period of time, I'm completely in agreement. As an afficionado of market history, I'd suggest that the roll-ups will continue for at least 10 years if not decades beyond. Here's an interesting page describing exactly this sort of consolidation, in the RR industry for over a century, and still on-going:

xmission.com

Plus ca change, la plus l'meme chose, n'est pas?

Again, thanks for stopping by our virtual water cooler. <g>

Cordially, Ray :)