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To: John Pitera who wrote (2675)	3/12/2002 11:43:47 AM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 2850

In that, Greenberg doesn't really understand what he is talking about. If you accept that one day, we will have a packet based network for all communications, including voice, it is then fair to compare the old telecom circuit switches. I am talking the Class 4, Class 5 and PBXs that LU and NT sold. There were only 2 companies that sold product in the north American market and then 2 or 3 more worldwide. That is because providing service provider quality products is not easy. And those products were cash cows for many years. So, then the next question becomes, how big is the softswitch market? And more importantly, what is their next play? The issue that I have with SONS is that if we have native IP voice at the user premise, then it is just an IP packet like any other and doesn't need any special equipment to reach the end location.

To: John Pitera who wrote (2675)	3/12/2002 12:19:16 PM
From: John Pitera	Read Replies (1) \| Respond to of 2850

AES-- Merchant Power--- taking steps to reduce the debt-- SANTIAGO (Dow Jones)--As part of its plan to cut exposure to Latin America, AES Corp. (AES) is seeking to unload a 99% stake in Chilean affiliate AESGener, local daily El Mercurio reported Tuesday, citing market sources. The paper reported that AES hired Morgan Stanley (MWD) to find a buyer for the Chilean generator, and that the investment bank has kicked off the due-diligence process. Efforts to sell AESGener come scarcely one year after AES' $1.3 billion takeover of the company. El Mercurio reported that AES has recouped an estimated $500 million of its investment in Gener during that time. The paper also reported that possible investors, including electricity companies, are in talks with Chilean businessmen who were executives at Gener prior to the AES takeover on management opportunities