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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?

To: Raymond Duray who wrote (1575)	12/26/2000 6:33:31 PM
From: Frank A. Coluccio	Respond to of 46821

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To: Raymond Duray who wrote (1575)	12/26/2000 6:39:21 PM
From: Frank A. Coluccio	Respond to of 46821

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To: Raymond Duray who wrote (1575)	12/26/2000 6:41:27 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 46821

Thanks, Ray. I consider the following an equal trade in return for my euphemism gatherings: "Holy 3,200% annual increase, batman! No wonder my connections are getting to be so problematic." The hype is not unlike that of the most recent bubble that most are still spinning from. Can you spell Internet? Underneath the hype, however, there is a real need for fast and efficient provisioning and supply services. However, I tend to think that, like colos, this space may become over-visited in short order by those who are not qualified to make a sustained go of it, and by those whose only interests in the field lie in some rather ephemeral forms of financial instruments. Like I stated earlier, most sizable firms and carriers have a need for their own dedicated supplies. Spot traders, for the foreseeable future, may do more to offset irregularities in demand than they will in supplying the bulk of an individual organization's needs. For voice services and IP routes, things IMO may be different, where minutes might be bought and sold like pork bellies, and where contingency facilities might serve IP routes for ISPs who don't have redundant links. Above.net does this nicely, as do others, through the use of some advanced traffic engineering tools and surveillance. But it's not child's play that can be entered into, and tamed, by stock market and futures specialists, alone. But pure b-w... I tend to think otherwise for the moment. I also remind that some of these outfits are merely entering into regular wholesale and retail operations, as I mentioned above, too, only here its more a function of transforming to an ebusiness platform from the erstwhile manual telephone ordering processes of the past. This is to be expected in a world of ecommerce, however. If you'd like to keep track of bandwidth trading desk activities I suggest that you go to the section by the same name that appears each month in Phone Plus Magazine. They began this column this past October. phoneplusmag.com From this month's issue: phoneplusmag.com In recent issues they've highlighted, even done interviews if my memory serves me correct, with officers from BTO and Lightrade. FAC