Ossy, the BBO story is more of the same. This one contains some glaring contradictions, IMO. In one part it states that they 'built', for lack of a better term, ahead of sales, and in the next point that is made it claims that, despite their being 185 percent of sales, the investment community dropped the ball on them.
You imply that this promises a similar fate for FTTX and Metro Loop Access, but you avoid addressing the failures, and in some cases, calamities, that befell Metricom, Winstar, Teligent, ARTT, and other wireless wannabes, many of whom had the same ideas as BBO with respect to one-stop-shopping. Some of the latter were bona fide telecomms organizations, which is a distinction that I would not be too quick to bestow on many of the real estate-related ventures that have failed in BLECing, colocationing, and carrir-hoteling.
If anything, ventures rolling out future services may well have have the benefit of these horror stories to remind them of the mistakes they should avoid. I'm fairly certain that most of their VC's and other backers will see to it that they do. |
