Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: Wyätt Gwyön who wrote (1165)	12/3/2000 8:54:37 PM
From: Louis V. Lambrecht	Read Replies (1) of 74559

Mucho Maas - GX problems Same problems as the fiber companies. Dark fiber has been layed all over the world on prognostication of a boom in the multimedia need of bandwith. Not there yet, at the level that was expected. The problem is, that the customers (Telcos and carriers) are faced with declining income (drop in communication prices, even price wars in international telecoms and other "bargain offers" and even free services). Further, technical evolution can send more data through one fiber every few months, and other protocols (ex: Internet2) are more efficient. Oversupply at one side, falling leasing prices at the other. Typical depression. GX also made a bidding war for the acquisition of Frontier (hosting, server farms and ASP) and now searching for a bidder. (or already sold it, don't know exactly). Same problem as a railroad company with tracks and cars but few passengers willing to pay for their fare. If you look at the subscribers numbers of the cable ISPs and the xDSL ISPs, you'll see numbers of 100k at best: great majority of people still use dial in ISPs, and I don't know of many with a bandwith hungry on-demand TV subscription.

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