Jim,

I agree with you in the main, concerning the exigent nature of conditions 
driving
the incumbents' actions. I happen to think that, with the exception of
enterprises in major cities, many of their wireline businesses will be spun off
voluntarily at some point to loopco land, when they become distressed enough, or
when it can be demonstrated in terms that Wall Street understands that
diminishing returns are all that exist, so as to not impinge on the rosier
prospects afforded stockholders by the wireless side of the business. But that's
another discussion.

They're going about it in all the wrong ways, imo. Instead of acknowledging 21st
Century dynamics and embracing the psychology of an ever-evolving marketplace, 
as
opposed to the staid conditions that prevailed during the last century, they are
digging themselves deeper into their silos and bunkers at a time when users
demand to be not only the consumers of content and services, but producers of 
it,
as well.

Frank


----- Original Message -----
From: Jim Henry
To: Kevin Mark ,
[email protected]
Sent: Fri Mar 17 8:35
Subject: Fwd: Multichannel News
-AnalystsQuestionBellInvestments]


Kevin,
No, I never stated "that under no circumstance a public
company can become a common carrier? " and no, I don't believe
that. However I do believe that a private company may operate and
utilize their assets as they see fit as long as they stay within
the law. Whitacre's stated intentions fit within current law.
Otherwise, you would not see legislation NOW being introduced to
regulate the Internet. Again, I don't think it is a wise strategy,
but these large telcos are desparately trying different things as
an attempt to avert disaster. They own vast aging copper
infrastructure that is becoming obsolete as the world migrates
from circuit switched to packet switched technology. They need to
spend vast sums of money in an attempt to build IP based optical
networks and they need to do it before their revenue stream from
the copper plant completely dries up, all the while seeking new
revenue sources and trying to stem the bleeding as their
traditional voice customers continue to migrate to cable companies
at an ever increasing rate.
Jim


On Fri Mar 17 00:34:10 PST 2006, Kevin Mark <[EMAIL PROTECTED]>
wrote:

> -----BEGIN PGP SIGNED MESSAGE-----
> Hash: SHA1
>
> On Thu, Mar 16, 2006 at 08:17:53PM -0500, Jim Henry wrote:
>> Well spoken. I disagree with your goal, but you elucidate it
>> well. I've said
>> many times that I disagree with Whitacre's stated intentions as
>> what will
>> surely turn out to be a lousy business strategy. However, I
>> agree with his
>> (company's) right to operate their network as he sees fit.
>> Jim
>
> Hi Jim,
> so you as an individual belived that under no circumstance a
> public
> company can become a common carrier? The Supreme Court seems do
> differ.
> Here is a quote from a Chief Justice(you can google for more
> info):
> "Looking, then, to the common law, from whence came the right
> which the
> Constitiution protects, we find that when private property is
> "affected
> with a public interest, it ceases to be juris privati only."...
> So your contension is that the infrastruture of the internet has
> no
> interest to the public? or to most businesses in the US? cheers,
> Kev
> - -- | .''`. == Debian GNU/Linux == | my web site:
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> -----BEGIN PGP SIGNATURE-----
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>
> iD8DBQFEGnSBv8UcC1qRZVMRAkgOAKCU4GjoMwLCDtrB2Sh5Rj55ko0QDwCfY0dJ
> Wo5EtOX4YEG6uNM/Dh2cpDM=
> =frfX
> -----END PGP SIGNATURE-----
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Frank A. Coluccio
DTI Consulting Inc.
212-587-8150 Office
347-526-6788 Mobile



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