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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Box-By-The-Riviera™ who wrote (1132)	12/3/2000 6:44:35 PM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Good one, high growth business of used servers. And after useful life, we can extract the gold content from the boards. HK work permit only dependent on ability to fund existence. Free means free, in the meaning of the Heritage Foundation. That excess capacity may be enormous but of the wrong type. Most of the dark fibres crossing the Pacific may never be used at all and be supplemented by higher capacity new dark fibres. No big telecom with negative cashflow has blown up yet, and thus we do not know the market clearing price of unused capacity and true utilization expectation. I will wait. On banking, i-net banking is available in HK via fixed line and wireless from many banks already, including the largest ones. As HK is one of the most over-branched locations (a branch on just about every, yes, every, street corner), the adjustment will be painful on the old economy of realestate and tellers. The banks, being big mortgage holders for real estate, are taking it easy. Banking elsewhere in SE Asia is based on more fundamental issues such as "will your bank still be around tomorrow" and so no hurry for servers. Banking in China and Japan makes for good science fiction material.