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 : PairGain Technologies
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bill who wrote (23985)6/2/1998 4:45:00 PM
From: porcupine --''''>  Read Replies (1) of 36349
 
Mr. Market is momentarily confused about the implications of the Sprint network (as well as the threat from cable). This is a problem for competing telcos, but it's a boon for telco equipment suppliers.

Sprint didn't have an installed base of copper wire, unlike the
established telcos. So, they spent years and billions building
a fibre optic network (thereby consuming much of their free cash
flow -- something I didn't like about Sprint). But, the
established telcos (here and around the world) are already
sitting on copper. The Sprint network (as well as cable) just
forces their hand to work more quickly to increase the bandwidth
of the infrastructure they already have. It's not as if they
can just sit there and let Sprint walk away with everything.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News