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I vote for scenario #1. Cable infrastucture development is too slow. I predict that it will be wireless internet or palm pilots in the future (people want fast internet without tying up a telephone line). I think it is getting windy (tornado warning?), but I can not tell which wireless internet companies are the potential gorillas. Recommendations from Bruce, Mike or Tinker (among others) are received graciously--Thanks--I promise to do some DD on the recs. By the way, I think scenario #1 is the only realistic scenario (by analogy, did you know windshield wipers were considered an option when cars first came out?).
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