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To: Bill Harmond who wrote (136373)1/2/2002 12:03:52 AM
From: GST  Read Replies (1) | Respond to of 164685
 
There is a glut of bandwidth and expanding bandwidth can be achieved in so many ways -- result? No pricing power and low marginal returns to capital. Anything related to communications has and will continue to feel the crunch. Even existing capacity can be tweaked and vastly improved through better utilization fo the existing installed base.