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To: Valueman who wrote (7524)	1/24/1998 7:46:00 AM
From: qdog	Respond to of 152472

You know I was looking forward to Teledesic's failure once launched. It's amazing, but you have the former Wiltel and MFS crowd back into CLEC communications. Level 3 (MFS) are touting big plans and further driving the cost down. They are, for the moment, saying IP telephony over the Internet at very cheap prices. Naturally they are targeting business, but that remains to see if they will be able to be profitable. There is also a question looming that may derail this telco explosion. At some point in time the residental consumer will get screwed with higher cost, which traditionally was subsidized by the more profitable business operations. If you drive those margins down, then residential will be forced to pay higher cost, irregardless of what technique you use. When that happens, you can bet government and in particular, Congress, will get involved. AT&T is talking another 19,000 jobs cut to remain profitable and in a position to compete. Gates and the rest of the Wintel monopoly have been yapping about latency and the such, but I see Intel has adopted a simple, quick solution that I advocated a year ago, compression. But wait, the Wintel monopoly wants us to pay $5 extra a month to take advantage!! See, this is what has rilied this dog. They want communications to whore itself and cheapen the service, but they want to continue to enjoy 60%+ profit margin on their side. MSFT is offering a transition from Win95 to Win 98, with this incorporated OS that includes their browser,for the same price that they charged almost 3 years ago. When are they going to drop the price? They have more than recover what pathetic little money they have spent on R&D, to the point of gouging the consumer. That is what the lack of competition does, screw the consumer. In the not to distant future, competition is going to screw the consumer if the industry isn't careful and continues down a reckless path of selective targeting and exclusion.