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To: Sarmad Y. Hermiz who wrote (136918)	1/13/2002 3:30:16 PM
From: GST	Respond to of 164685

"I personally don't think that anyone willing to pay $43/month for cable internet, would cancel their subscription if the price was raised to $50. which I think makes it nicely profitable." I don't know how you can claim that my conclusions are unfounded based on the facts and then throw in this curve ball -- LOL <g> The future does not exist, and so we are left with probabilities. It is more likely that competitive pressures will remain if not increase despite the wave of bankruptcies. It is also likely that pricing will fall. The bad news for this as an investment sector is that prices are unlikely to fall fast enough to stimulate demand but will likely fall fast enough to choke of serious profitability -- a vicious circle which is not a good outlook to invest in this sector. I have not even mentioned the astronomical valuations of those companies who are supposedly going to benefit from all of this.