David Diaz techlist at
Wed Nov 13 19:05:00 UTC 2002

Since it seems to be public,  no harm in sharing it.

I am sure a lot of customer will feel better.  Stronger balance sheet 
means Switch and Data will be a definite survivor and so will PAIX. 
Looks like we're coming back to a peering location consolidation 
again.   Equinix and S&D (PAIX) will be the new peering exchanges.

Question is, outside of 6 exchanges domestically, what scenario would 
force a move to doubling that to 12.  Long haul circuits rising 
again, or perhaps some new killer app.  Right now seems domestically 
6 may be all we need.


David Diaz
dave at [Email]
pagedave at [Pager]
Smotons (Smart Photons) trump dumb photons

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