reply to swintec
Re: Only part of the network costs That's all true swin. There is definitely inflation and there is incremental investment needed from time to time. I'd also suggest you look at the P&L of 2 or 3 of these large ISP's. They are seeing revenue flatten in various categories (MSO's are seeing residential video flatten or decline, while LEC's are seeing their residential landline revenue do the same). So they feel the pressure to try and compensate for that somewhere, and the big revenue growth areas for them are HSI and in the case of the MSO's commercial services. There's going to be some more changes in the business models these companies use, and it's going to be interesting to see how it plays out.