I hate to inform the shorts but the technology that allows conferencing over the internet will be the killer app that causes the next surge in infastructure buildout. When grandma figures out she can see her grandchildren on the internet live every weekend the demand for faster "last mile" connections will soar, especially if it shows up on her tv set (old people still not tuned into PCs). All this means is visual images will begin to drive the networks more and more which will drive expansion. Blockbuster found out the hard way, the capacity for their streaming movies just doesn't exist yet. The important thing to remember is this: Live video images are much more important than recorded video. The internet in a higher capacity mode will connect everyday people to everyday people like those videophones in science fiction. So you need cmos imagers and flat panel displays. It is still early!!!!!