Rodent Regatta

is so often cited in these teleco disasters, but we’ve not found a single (mainstream/BigPub) writer who is willing to get specific about which services are suffering from weak demand. Is long distance service? Is local service? Are entry-level broadband ISP services weak? Is the long-haul carrier business weak? What about end-to-end IP networks? Hosting? Data traffic?
Most of these writers leave the impression that all forms of the communications industry are down and out. Some would have you believe that the communications industry is going away.
If not some form of our existing communications industry, then what?

Qwest’s loss widened to $698 million as the telecom provider took a hefty write-down for its Dutch venture and continued to struggle with weaker demand. [Wall Street Journal]