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Technology Stocks : SDLI - JDSU transition
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To: LJM who wrote (568)3/6/2001 11:46:07 AM
From: pat mudge  Read Replies (1) of 3294
 
"Smart, bright people will get in when markets are relatively illiquid and inefficient," said Rajan Chopra, managing director for bandwidth trading at Prebon Yamane (USA) Inc. "That's (when) you can really ... arbitrage the
process and develop opportunities that are unique to a particular time." Prebon provides brokering and risk management services in financial and commodity markets around the world.

Excellent article. And one of the benefits of new networks is the fact they're able to offer so much more for so much less. The guys who take advantage of that while the market is depressed --- either by upgrading or locking in dark fiber contracts while the prices are low --- will stand to gain later.

I'm patient.

Pat
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