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To: Raymond Duray who wrote (5239)	3/16/2002 12:33:40 PM
From: elmatador	Respond to of 46821

SBC halt its (ADSL) rollout "..three leading independent providers: Covad, Northpoint and Rhythm NetConnections slide into bankruptcy and SBC halt its rollout - is finding echoes elsewhere. Regional Asian data providers EasyLink and iAsiaWorks have been closing facilities, while its estimated that half the world's colocation space lies idle. One Australian operator, Pahth, recently handed back its carrier license saying it couldn't mount a viable business case for broadband in that country. americasnetwork.com ADSL was dead, one and half years ago, today it is in advanced state of decomposition.

To: Raymond Duray who wrote (5239)	3/16/2002 12:39:48 PM
From: elmatador	Read Replies (1) \| Respond to of 46821

Less than 7% of capacity used Merrill Lynch claimed in two separate reports issued in March and August that network utilization levels remain below historical levels. In its first report it put average optical network utilization at just 2.7% but then revised in the light of industry criticisms that this was a poor measure of network planning. With its revised figure of 6.4% of capacity in use, Merrill Lynch concluded that capacity had increased 60 times in the past 10 years while network utilization had increased just seven times. Much fiber will rot in the ground. Copper will be too expensive even to pull it out for scrap.

To: Raymond Duray who wrote (5239)	3/16/2002 12:44:11 PM
From: elmatador	Respond to of 46821

Telcos that went into a buying spree in the 90s. No they are retreating to their local markets. They are desperate to offload those investments.