AHhaha, I'm not able at this time to agree or disagree with your financial analyses, but if you look close, you can begin to see similarities between the elusive qualities of bandwidth abundance in HFC links and DSL lines, and the valuations that exist in some of today's favored stocks. Each of these scenarios is assessed on the basis of time- and circumstance- dependent criteria.
It's conceivable, if not inevitable at some point, that pressures on each of these could result in stress lines and fissures, at the very least. With enough testing of underlyhing substance, and without proper adjustments and measures taken to avert calamity, who knows? But these are the things that the market takes care of on its own, I know you would argue. Right?
I can speak better to the network model, with any degree of confidence. The rules or turnpike and corridor don't change much. But yours (the current financial model, the way you've depicted it) almost seems like a metaphor which was made to order.
The network, incidentally, results in an avalanche effect at some point, if not bolstered in time, when it's been pushed to the wall and overloaded. In some types of circumstances, it will shut down completely. In which case, silence is never golden. Frank_C. |
