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To: Johnny Canuck who wrote (39538)	5/23/2003 1:00:30 PM
From: j g cordes	Read Replies (1) \| Respond to of 69748

Regarding this person's comments on deflation.. "The key to surviving technological deflation is to incorporate the new low-cost producers into existing supply chains." Sounds like the rational for using illegal immigrants to work in factories, work as nanny's, and in the back of restaurants. Or for IBM to ship most of their software services to India. The executives get to pat themselves on the back claiming they've made the company money, while the neighborhoods surrounding manufacturing plants go down the drain.

To: Johnny Canuck who wrote (39538)	5/23/2003 3:22:25 PM
From: Logain Ablar	Read Replies (3) \| Respond to of 69748

Harry: The problem with deflation is the disruptive effect it has. Individuals by nature reach a point where they enter into a comfort zone where they stop or slow down their advancement / education. You know the "set in their ways" arguement. Deflation is one of the by products of inovation which is why we clearly see deflation in technology all the time, especially if the innovator doesn't have a monopoly. But politically it puts many out of work. Look back to the great depression of the 30's. One of the most inovative periods in our history (all the farmers becoming unemployed). There are a lot of people in this country who are "poorly" educated. In many cases a high school degree is not worth the paper its printed on. Even those with higher education get displaced if they don't keep up with the right skill sets. So allowing deflation is not a viable political option. PQUE looks to have bottomed. I bought some in my wifes account the other day and she asked what do they do. I laughed and said I don't know except they mine for natural gas and there was a volume spike. She just gave me one of those looks. Have a great weekend all. Tim

To: Johnny Canuck who wrote (39538)	5/23/2003 9:24:39 PM
From: Johnny Canuck	Read Replies (2) \| Respond to of 69748

Telcos counter Net phoning with TV plans By Ben Charny Staff Writer, CNET News.com May 23, 2003, 12:42 PM PT Major U.S. telephone companies have plans to pump video and TV services into homes via their lines, countering recent moves by cable providers to sell Net-based phone services over their systems, telephone executives said Friday. "We know video's important, we want to have it," said Selim Bingol, a spokesman for telecommunications giant SBC Communications. For months, SBC has been investigating offering a service--probably cablelike television subscriptions and movies on demand. The company also made an ill-fated attempt recently to buy satellite television company Hughes Electronics. According to sources, Qwest Communications International and BellSouth are now testing video services. The move is necessary because of a new practice among cable and telephone companies to use bundles of steeply discounted services to attract and keep customers, telephone executives said. Cable companies sell TV and broadband access at discounted rates, but only when bought as part of a package of services. Telephone companies offer similar deals on telephone and broadband connections. Until recently, telephone companies didn't worry about cable companies adding voice services to their bundles. But the growing sophistication of voice over IP, which turns voice calls into digital packets for dispatch over the Internet, lets cable companies sell telephone service, cable programming and broadband connections on one bill. "There must be a video service in our bundle in (the) future," SBC Chief Executive William Daley told analysts earlier this week at a Banc of America Securities conference. "How we get there is the question." But it could take up to 10 years before the major telephone companies have improved their networks enough to match the picture quality that cable now offers, a severe disadvantage that might make them rethink their current plans, said Rick Black, senior telecommunications analyst at Blaylock & Partners. Also, major telephone companies have already tried, and failed, to offer video services. The most recent high-profile attempt involved AT&T's acquisition of the assets of cable provider TCI, which it sold in 2002 to cable provider Comcast. Major phone companies are "not good in content," Black said. "They are more of a distribution arm."