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

To: GraceZ who wrote (2242)	3/25/2001 3:10:07 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 46821

Graciella, this is in continuation of our discussion on the AVNX thread where we've veered into OT territory, and to your well thought out PM that you sent to me, which touched on the growing number of nuances that are beginning to take shape in the badnwidth trading area. For expediency, we attempt to reduce an infinitely complex model into terms that make sense within the parameters of a single post on a bulletin board. There is just no way that that will happen. Bandwidth is not a single discussion. It's a lot of discussions, the number of which keeps growing. Every time you think you have a handle on all of its attributes, bandwidth grows a new limb whose fundamental characteristics have no precedent in telecomms, but derive from some other business model, instead. Swaps, derivatives, and other hedged instruments. Think about it. "Watson! Come here, I need you. My Cantor screen is down!" FAC