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

To: Frank A. Coluccio who wrote (1588)	12/27/2000 12:16:27 AM
From: Raymond Duray	Respond to of 46821

Hi Frank, I've seen first hand some of the absolute mess that was created in San Francisco by the non-demolition of abandoned telco plant. I had a client in the design center there who had the misfortune of having a wiring closet on premises in the leasehold that held 4 generations of wire and terminations, most of which were abandoned. But since each iteration was still in some degree of use, we couldn't eliminate one bit of it. Unsightly cables were slung under ceilings and I would have loved to eliminate one run of about 200 pairs in one of my remodelings. But I couldn't because there were still 3 or 4 live pair. Grrr. I think that you make a really valid point about dial tone and especially about life line service. These are areas where clearly the public interest outweights the interests of market participants. That's why I tried to limit my example (stock gambling and horoscopes) to such trivial pursuits. Someday, though, I realize, someone somewhere is going to get themselves lost in a blizzard or trapped in the South Bronx and need to rely on that Handspring/Blackberry/Ipaq....whatever to make a 911 call. And then we'll decide that this too is critical infrastructure. Eventually, entire districts of Manhattan slowly succumbed to the crippling effects of this major screw up, and as a result a number of small businesses actually went under, or were forced to relocate, on the spot. Like I said, it wasn't pretty. Something similar is about to happen in California. For example, a company called Castaic Brick in the L.A. basin is today paying about $300,000 per month for natural gas to fire its kilns. Last year, that figure would have been more like $30,000/mo. Its really a simple Econ 101 situation. They will soon be laying off hundreds of workers, IMHO. To gain an appreciation of what this meant, try not using the Internet for a day if you are in ecommerce. Point well taken. That is why Cummins Engine has a 12 month back order on gensets today. And these puppies are about $2MM a throw for a 25KW set, if I recall correctly. Selling like hotcakes at a Kiwanis breakfast to all the ecommerce guys. Gotta have 'em, cain't live without 'em. Talk about living in the age of anxiety........ -Ray

To: Frank A. Coluccio who wrote (1588)	12/27/2000 11:49:23 AM
From: Ahda	Respond to of 46821

As we work with cost efficient, practical is sometimes the first item to go. Rays closet which has numerous wires, some are live and who ends up where is the end result of cost saving today and labor consuming tomorrow . There are numerous articles coming out about Christmas shopping my mother managed to peg earnings far before they came out Macy’s did not have a hope unless one liked crawling around on the floor to buy something new that was tromped on. May co would be okay they had staff and hangers. I am thinking T and regulation others who pick up bits and pieces of T’s T 1 lines, who T could not service properly. Deregulation the free market is the most cost efficient method however in that little cost efficient concept did someone forgot cost of purchase? T’s deregulation brought forth a whole new business of wire that hung itself completely on competition in the form of loss leaders I will offer you .10 which became >>>>>.2 and everyone lost. T’s demise is bringing forth a whole new group of entrepreneurs who are growing. The difference is the small company offers service to the public and T was too busy in the paper service end to see the bread and butter was. Do I blame them no, I look at regulations that are not necessary but excess paper service, they don’t impact human life. Here we are facing the same thing deregulation in utilities. Lack of power in Ca and debt due to purchase of plants. A windmill in everyone’s back yard isn’t going to do it. Regulation caused the problem in fixed pricing. Deregulation is now an unfixed mess. This is too broad of a problem that has to result in increased inflation or loss of manufacturing here a move to elsewhere where power is less costly. It is not efficient it requires we use more oil to transport. The beauty of this is we are the heading towards being the number one law office of the world. The tragedy is the bar is not easy to pass nor does it appeal to all in the USA.I guess that is fine if you don’t like reinventing the English language you can always take to the road to bring in supplies. Oil is a bargain in this period of time in. The climate in CA is too conducive for it to become ghost town, as in the gold rush days it will continue to draw populous.