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.
Strategies & Market Trends : ahhaha's ahs
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Keith Monahan who wrote (2732)7/19/2001 8:57:06 PM
From: ahhahaRead Replies (2) of 24758
 
The entire article is meaningless garbage. You can't conclude a thing about any sentence in it. The article claims something, but whatever that is, must remain unknown. You have to be careful not to find meaning where there is none.

Let's say fiber utilization is different than what X thinks it is. So what? If you want to know the profitability of that aspect of a business involved in fiber, you only need to examine the ROI.

Utilization and capacity are the most useless and meaningless quantities to measure, that is, if it's possible to measure them. Idiots, who are rife on SI, take the two and reach all sorts of ridiculous conclusions about macroeconomic quantities including inflation. With inflation the occasionally in vogue idea is that when utilization is low, there can't be any inflation. This is the demand management argument. History refutes it out of hand and is doing so now since we have firm upward prices and extremely low utilization. Those of the demand management argument don't even acknowledge that because it goes against their pet, false theory.

This is something like what the various hacks in that article are doing too. If a carrier is using 1% of capacity and isn't making any money on it, then the carrier has an effective glut of capacity.
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