Heavy Lifting Analyst Notes - Post a comment November 22, 2004 : With data services revenues going south for the major U.S. telecom operators, it's time for them to take a cue from insurgents such as Time Warner and look for ways to capitalize on Ethernet's revenue potential.
Heavy Lifting Analyst Notes - Post a comment November 16, 2004 : Everyone agrees that the era of big network buildouts in advance of customer demand is behind us. But the incremental, success-based model is giving way in the face of the drive to converged, Ethernet-based networks.
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