Amazon.com, Inc. (AMZN) Message Board

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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 238.82

-1.2%

1:31 PM EST

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To: Glenn D. Rudolph who wrote (136907)	1/13/2002 2:45:09 PM
From: GST	Read Replies (1) of 164685

"The point is they have poor management?" Real estate is a good analogy. It can cost a fortune to develop a property. Or in an asset bubble people might be wiling to pay a fortune for a property. But if the cash flow is not their to service the debt, much less make a profit, the owner of the asset is likely to sell it cheap. Real estate gluts always have the same net effect: everybody stops building. And the vacant space is like a large overhang of potential supply. That is the dark fiber problem -- the huge overhang of potential supply. So expect 1.) shortages of bandwidth 2.) Crappy prices but on a downward slope and 3) poor prospects in anything related to lighting up the dark fiber. All IMO of course.

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