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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: axial who wrote (2124)2/23/2001 9:46:01 AM
From: Frank A. Coluccio  Read Replies (1) of 46821
 
That's quite a reading assignment if the links are to be included, but I get the point.

"... prolong the old debate about energy," you say? I was tempted to post the question myself, as to why the topic was suddenly dropped. We are a fickle lot, at times.

Each day I speak and have dealings with developers and real estate types (mostly those who are interested in carrier hotels, colos, and enterprise data centers, etc.), and their focus has been, inordinately (IMO), on the proximity of their prospective target sites to carrier dark fiber routes.

For several reasons, this is particularly amusing to me. One, due to the press push that would have you believe that there is a glut. And secondly, for reasons described below, dark fiber is useless unless you can power the boxes that sit on the ends of it, and protect that power with appropriate measures.

In actuality, a great deal of prime real estate and existing buildings/campuses have been sidelined, or put out to pasture, if you will, because they do not sit "within 150 feet of accessible dark fiber," as one agent stipulated.

But not to digress too far from topic here - actually, as I've stated before, these two topics are inextricably linked to one another, in many ways. I find myself reminding them that there are other imperatives that are probably more crucial to them and their future tenants than having to spend some dollars on trenching to a dark fiber route (if that's really necessary) that they may want to focus on. Such as the availability of clean power and the procurement intervals for generators and UPS gear. They seem to be "in the dark" about such matters, or only peripherally aware of the issue, at best.

One individual told me, "This is not California."

To which I advised him, "Maybe not, yet, but that's where all of your generators, UPSes and switchgear equipment is being shipped to. And the turnaround times for deliveries is getting to be obscene."

FAC
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