Valdis Kletnieks wrote:

there's going to be *plenty* of room for small flexible operators in niche markets, at both ends of the pipe.

Agreed. Adding some substance to those words, see: http://www.siliconinvestor.com/readmsg.aspx?msgid=21312808 Frank A. Coluccio DTI Consulting --------- On Fri May 13 9:03 , Valdis.Kletnieks@vt.edu sent:

On Fri, 13 May 2005 11:23:14 BST, Michael.Dillon@radianz.com said:

...

Their impact can't be measured because it spread out into niche markets. Like blogs and wikis and all those photo sites. And my company's network with 1,000 customers and PoPs in 20 countries all doing 100% ASP traffic. ASPs businesses are thriving. However, the crystal ball gazers who hyped them back in the late 90's just got it all wrong because they thought ASPs would displace MS-Office desktops and SAP installations.

Exactly what *I* predicted - there's going to be *plenty* of room for small flexible operators in niche markets, at both ends of the pipe.

In fact, there's almost certainly money to be made by leveraging the fact that Comcast wants to do 4M/384K/$25 - the number of companies making money from finding innovative ways to sell you electricity is *far* outweighed by the number of companies finding new ways to make money based on the fact that somebody *else* is selling you electricity.

The only people who need to worry are the ones whos business model is "We made money selling 'just pipes' in that market 5 years ago, and we're doing it now, so it will still be OK 5-10 years from now". 98% of *those* companies are in for a rude awakening. ;)