SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : JDS Uniphase (JDSU)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kent Rattey who wrote (1309)10/17/1999 11:38:00 PM
From: quidditch   of 24042
 
The dramatic increase in the number of (in-the-money and unexercised) stock options granted to employees of technology companies is certainly an additional argument that the bears have used in asserting that we are in the midst of a bubble, even with reporting fully-diluted numbers. Gretchen Morgensen (sp?)of the NYT in its Sunday edition quoted a CS First Boston analyst who pointed to the low levels of cash held by institutions as well as the record levels of margin incurred by retail investors.

Kent,

We have to request provisioning for POP capacity at these levels. It can take months for this, and everyone needs it. One of the reasons IBM sold Advantis was due to the fact telco capacity was too difficult to get, and the network was bulging at the seams(I was told they wanted to add 30 additional T-3's and were told to stand in line). It had to be sold and owned by a telco in order the handle the capacity issues.

Is "POPs" here analogous to the cable context, as in T-3 users, those with a desktop PC? Second question: the last sentence of the quoted language..."had to be sold and owned by a telco...", on the theory that it would supply its own affiliates first?

Hope your weekend was good. Absolutely wild Mets-Braves game, but the Red Sox go down...

Best. Steve
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News