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Technology Stocks : The *NEW* Frank Coluccio Technology Forum
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To: Frank A. Coluccio who wrote (3885)9/5/2001 10:50:41 AM
From: TheStockFairy  Read Replies (1) of 46821
 
And, the pricing is going to take a hit no matter how you slice it. New technology, oversupply, ect.

Furthermore, most carriers don't know where there is oversupply or undersupply. Most carriers don't know what their inventory is until a customer places an order and tries to have it installed.

Trading would allow a better feel for what your demand, from a specific set of customers at least, is. That way a carrier could make educated choices on which routes to build and which ones to buy.

Something good to do, I would think, would be to sell options on a route, wait for prices to drop before expiry, then figure out if you want to deliver or sell to another carrier so they could deliver. If prices firm or rise, install it yourself. Simple assset management.

Someone correct me if I'm wrong about carriers knowing their capacity :)
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