A couple observations:
1. Local and Long Distance phone companies stand to gain the most from
the current Internet growth frenzy, yet seem to be the quickest to try
to slow or defer its growth...They have the luxury of having enough a
buaracracy surrounding them to play both ends AND the middle. One
cannot say that they haven't profited from their growth....re-investment
in infrastructure is simply par for the course when providing network
services.
2. If they are NOT careful, TCI/@Home will have their lunch. Although
ADSL may be viable, its cost model still looks high to the consumer when
positioned against cable modems, and would offer no real tangible
difference to the casual end user.
My wish is that they begin to understand this at a macro level....