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Technology Stocks : Frank Coluccio Technology Forum - ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Harmony who wrote (587)	12/2/1999 12:25:00 AM
From: Frank A. Coluccio	Respond to of 1782

Hi Kathi, welcome aboard. Wow, you read all of Bernard's posts? You must be studying for your Masters. Good choice. Dr. Levy is one of my SI Heroes. You'll find me referencing his posts throughout many of my own. ---- Re: LVLT, I don't know what to make out of the Shelf Registration. Since it's not executed, or even effective, yet, I would regard it as a necessary preparation for their inevitable intermediate term capital requirements that lays out a number of options for them to execute when the time is right. Will they necessarily do convertibles, or will new issues cause dilution? Don't know. Maybe someone else who is more astute in such matters could expand on this for us. ----- Concerning LVLT's colos, I recently suggested (toungue only half in cheek at the time, now withdrawing ever so slowly) that we might see a colo glut before we see a bandwidth glut. Although LVLT's colocation sites are indeed "world class." I say this with confidence because I have reviewed their criteria and some of their site designs. Whereas, there are many other so-called colos, in contrast, being established by a bunch of bajigaloops and warehouse real estate opportunists, many of whom usually create more potential hazards for aspiring e-businesses than solutions. As carrier hotels and colos go, I think that the sq ft pricing you posted was a tad high, although I've seen higher, but then again a foot in their site may not be as "economical" as a foot in Sam's Midtown Lofts. But a rack would occupy at least four sq ft, not one sq foot. Some other units of rental are half-racks and vertical "units," which are spacings within a rack measured in inches of vertical space on the rack for those situations that do not warrant a full one (such as colocating an individual small router). And multiple racks could occupy a "cage" made of cyclone fencing. Square footage assessments are usually tiered, based on a number of variables which are customer and facility- centric, and laid out for the customer in a menu-like form. Some of these variables include power, UPS, caging, surveillance, network management, 24x7 access, peering connections, switch partition connections, "meet-me" accommodations to other service providers in the colo, SLA terms, and more. So, generalizing on a fixed cost for a sq ft could become a moot point, quickly. One of LVLT's strategies has been to build up these colo sites as a means of optimizing the time that it is taking them to build out their routes and perfect their platforms. This is taking a long time, in comparison to the other national fiber barons construction time tables, and I can only assume that they are attempting to take advantage of the hiatus by creating these revenue generating assets. Will wireless supplant fiber some day? smiles I posted the following message in another forum this evening, to address a similar issue. And note the co-dependency on the two media forms, fiber and wireless. Later, Frank ===== A much ignored facet of NXLK's business model is their access to vast fiber reserves along of each of Level 3's routes. The following is an abstract from an excellent "Cook Report on Internet" story concerning NXLK's strategies. The Cook Report is a fee based service which I subscribe to and have found extremely edifying, generally revealing many of the inside issues on the other side of the ISP Curtain. Enjoy. cookreport.com FAC