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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: gnuman who wrote (75564)2/10/2000 2:09:00 PM
From: Simba  Read Replies (2) | Respond to of 132070
 
MB:

Liquidity last year was not just from Al.com for Y2K, add to that record foreign money chasing tech stocks in November 99:

cnnfn.com

Simba



To: gnuman who wrote (75564)2/10/2000 2:18:00 PM
From: Don Lloyd  Read Replies (1) | Respond to of 132070
 
Gene -

[[...I assume those building the infrastructure aren't giving it away. Bandwidth ain't free for the users. Seem's to me the more bandwidth the more revenue. And once the plant is in place is should be a real cash generator. Considering the billions required to build the infrastructure, it ain't like starting a dot.com business.]]

Once the infrastructure is in place, it is a sunk cost and the marginal cost is essentially zero. The price will then be that which is believed to maximize revenue and will then depend on consumer valuations and how many competitive suppliers survive to slowly go out of business.

Regards, Don



To: gnuman who wrote (75564)2/10/2000 3:33:00 PM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
Gene, You are missing how many people are building the plants and how they will have to compete for sales by lowering prices to and below breakeven. Everyone seems to have had this same idea at once.