Metcalfe's internet meltdown is now on in California. -?-
I think its already over capacity, we just don't get monitored enough, in a quantifiable fashion, to get reported. Only "outages" such as at AOL currently.
SI, for instance, will not work when the long-waiting 14.4 user recieves a "could not connect" message on a regular basis. Compare with PCs (as in CPM and APPLE-2).
Some rightly laughed because they were so pokey and slow, the users had to convince themselves to be happy with the limited functioning they had.
Access to talk.techstocks is rare. Lombard is slow.
Coincidental? Not a server problem, I think.
The regulated phone companies are holding out against development in lieu of rate increases. Fact is, we've paid many times over for the current infrastructure which they managed, at no risk, for years.
The press release of the H&Q comments yesterday was bizarre. Why should they be so concerned to re-state assumptions, repeatedly put down by factual data. The brokerage wants a high level of uncertainty yet they cover themselves by July. I.E. come July they
will no longer have outstanding calls against USRX and will upgrade
whatever recco they have if it is still, after all the spin they go through, at these levels.
As to why USRX isn't priced like ASND, in the case of USRX they are in fact an established company and to be measured by the actual results brought in - they're too big to gain much by "stealing market share". More shares less % short interest, the ASND rally was described on CNN as a short-interest squeeze. By the time thats played out fully, however, the financials may have caught up with the stock price. |
