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.
Technology Stocks : The *NEW* Frank Coluccio Technology Forum
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: TheStockFairy who wrote (4416)11/27/2001 9:32:01 PM
From: Raymond Duray  Read Replies (1) of 46821
 
Hi Stock Fairy,

Thanks for your comments on ENE's bandwidth bazaar. You are correct in assuming I was only seeking your input on this division. I think the most striking thing about the whole explosion of networks since 1997 has been the fact that almost everyone, myself included, were initially mesmerized by the possibilities of the new technologies. What was disregarded by venture capitalists, investment bankers, entrepreneurs and investors alike was the potential size of the market. Frankly, I didn't do any real analysis along these lines until mid-2000 and when I did, I found the disparity between investment and potential returns to be breathtaking.

Many here chastise the ILECs for their mendacity and, as Bob Metcalfe points out, their greater interest in lobbying and regulatory matters than for innovation. But there is one aspect of the ILEC view that I admire. They actually have a clue on how to go about protecting their bottom line. So, I've no idea what may happen with ENE's bandwidth properties, but I'm of the mind that they'll be bought up for a very attractive price to an established buyer and simply get melded into some other company's operations. JMVHO.

[[BTW, a MSA would be a Master Services Agreement? ]]

Ciao!
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