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Re: what will all you who work for private isp's be doing in a few years?

  • From: Frank Coluccio
  • Date: Fri May 13 10:23:51 2005

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 , [email protected] sent:

>On Fri, 13 May 2005 11:23:14 BST, [email protected] 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. ;)
>