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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?


To: Think4Yourself who wrote (5447)6/25/2001 8:10:12 PM
From: Raymond Duray  Respond to of 23153
 
Hi John,

This fiber topic is probably dead now, but I just got back after 5 weeks on the road and wanted to add my two cents worth.

Thanks for adding the color commentary. Very useful. The topic may be just about dead, but some very astute observers are suggesting that we might be well advised to dance on the grave:
eetimes.com

Someone's gonna use most all of this dark fiber in the ground, currently estimated at about 97.5% of the total installed strands. When it can be had in distress sales at pennies on the dollar, then we'll have a market. And a lot of disappointed equity holders. Your JNPR short seems to be the right side of the trade to me, BWDIK? <g>

Six gigahertz CPUs and six megabit bandwidth. Now we're talking real broadband. Could happen in 3-4 years for a bunch of us.

-Ray



To: Think4Yourself who wrote (5447)6/25/2001 11:44:23 PM
From: CpsOmis  Read Replies (1) | Respond to of 23153
 
Q!!!!!!!

Welcome back to beautiful downtown Detroit....where the weak are killed.....then eaten....(seen on a 14 yr olds' t-shirt in Detroit)

I hope your time was fantastic!

Cosmo



To: Think4Yourself who wrote (5447)6/26/2001 4:31:51 AM
From: Dale Baker  Read Replies (1) | Respond to of 23153
 
I am not saying it's time to go long in FO equipment again yet, but you need more perspective on how the FO industry works and what is really important (services vs. equipment vs. fiber itself).

This may help: streetsideinvestor.com

Regards.