Kelly, I know there is nothing I can say to change your opinion. I do want to address a few points:

1) If you read our 2007 and 2008 studies our estimates of potential demand and supply crossing are about the same. We actually say in North America the situation is slightly worse – based on new FCC data which shows less capacity growth than we originally projected. As far as 2009 is concerned we have yet to decide if we will issue a new study.
2) As we say in the FAQ (referenced above) our studies are what they are. We don’t let clients or outsiders influence our research. These studies have been made publicly available which allows anyone to read and reference them for free.
3) Our fundamental assertion is potential demand is growing at a greater rate than supply at the edge. The lines have to cross.
4) What’s ironic is if you read the 2008 report, the far greater issue – in our estimation – is the depletion of IPv4 addresses and our analysis that IPv6 adoption/transition is going to be a huge challenge. We know how to solve bandwidth shortages at the edge – add more capacity. The IPv6 issue is a global issue and the resolution is not nearly as clear.