Bonne Voyageur,
I was watching the section on Watt and his Steam Engine invention, when it dawned on me that the simularities to FIBR were striking.
Ahh, I see you as the intuitive type, making associations only those in love with a concept, a person or a technology can. As is said quite often on Wall Street, it's OK to fall in love with a dog, but disasterous to fall in love with a stock. So, feel free to carry on about the wonders of FIBR, and I'll feel free to try, as FRB Chairmen are prone to do, to take away the punchbowl before the party gets out of control. [[Frankly, my dear, I prefer my delusional relationships to be with attractive members of the finer sex, and not some third-tier wannabee story stock. But, to each her own.]]
Re: Ray, next time that CNBC has a documentory out on how Wall Street started Sorry, I won't be watching the next re-run on CNBC about how the buttonwood tree metastasized. Been there, done that. I will, however, recommend the Edward Chancellor book: "Devil take the Hindmost". He, of course, was a contributor to CNBC's glossy, glamourous and utterly shallow story of the follies of the Financial District. The book was sooo much better. [[I never knew, for instance, that the origin of the term lame duck was at the entrance to Exchange Alley in London in 1720. Speculators in the South Seas Bubble were exiting the Alley after settling their accounts for pence on the pound and were walking out with their forlorn, singed and shorn tails between their legs. And for years I thought it was a political term. Who knew? Chancellor.]]
Technologically speaking, I am in complete disagreement with you about Metro DWDM fitting right in anywhere. It is my humble opinion, after significant time spent reading the literature and the wisdom of this and other illustrious threads at SI [[Are you lurking the New Frank Coluccio Technology thread? You should be.]] that Metro DWDM is a horribly expensive kludge that will simply be relegated to the scrapheap as distressed vendors of fiber optic cabling (guys like Muffin-X for instance) will be pricing pairs so cheaply that enterprises will simply take entire strands and not be bothered with the exquisite, excruciatingly exacting grooming, and mux/demux folderol that is involved with DWDM. Remember, the only reason that DWDM ever got a start was because it proved cheaper for CIEN to provide it to WCOM and FON than for those two SPs to lay new cable. Now that there's tons of cable in the ground, much of it owned by distressed SPs, their bankers, or other creditors, it's going to be selling very cheap. Keep that in mind while you have sugar plum fairy fantasies about how many angels can dance on the head of a pin or how many lambdas can be crammed on stranda.
Have a great Memorial Day weekend, and be sure to miss Ben Affleck's date with destiny.... or was that a destiny with a date. December 7, a day which will live in infamy, at least now after the Eisner treatment.
Domo Arigato for your kind attention.
Sayonara Señora |