We're seeing more and more very shocking price increases, and that is somewhat of a disturbing trend. Time will tell how right analysts are.

Every single company that wants to survive will have to have a presence in the United States, in Europe and in Asia. It's a musical chairs game. If you don't buy a company right now, you may be left without a partner down the road.

It was a mistake not to get U S West involved sooner ... in this case, where U S West clearly has the upper hand.

It is definitely trial and error. I guess we went through the same process when the cable industry first appeared, and later on with the wireless industry, but you see the Internet has really matured a lot over the last two years and I guess the trial and error, or the art portion, of the analysis is really declining -- though there's still a margin for error.

They will replace 20,000 seat pans this year and probably all of them over time.

On both of those two prior occasions, they soon regretted their buying binges...and they probably will again this time.