Access itself is a commodity, so any competitors that set a lower price, everyone else has to match, or they're essentially out of the consumer Internet business.

The ISP market has been consolidating for a long time. Unless you have tremendous scale with great branding and advertising and e-commerce revenue, the only revenue these companies get is through monthly access fees. ISPs need partners.

The ISP market has been consolidating for a long time, ... Unless you have tremendous scale with great branding and advertising and e-commerce revenue, the only revenue these companies get is through monthly access fees. ISPs need partners.

The ISP business by itself is hard to sustain. Only AOL is highly profitable. The days of the traditional ISP with access fees as their only revenue stream are over.

The ISP business by itself is hard to sustain, ... Only AOL is highly profitable. The days of the traditional ISP with access fees as their only revenue stream are over.