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Technology Stocks : METROMEDIA FIBER NETWORK (MFNX) -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (1427)	6/27/2001 1:25:10 PM
From: danofthebes	Respond to of 1983

The highway analogy one step further You have a 4 lane highway to a small desert town. You increase it to 1190 lanes No way anyone would ever use all those lane until someone builds Las Vegas at one end and LA on the other, including the on ramps (metro access).

To: Dan3 who wrote (1427)	6/27/2001 1:37:18 PM
From: Dennis O'Bell	Respond to of 1983

Two 155 mb/s lines to get "decent" video resolution on a single video call? But it's true that in the long term, virtually all network bandwidth will be occupied by video. There will be a lot of other important things, but video will be what drives the thirst for bandwidth. We have to keep in mind that the state of connectivity for home users is about where the home PC was with 8 bit processors. There is so far to go it isn't funny to get to a "comfort level" like what we enjoy in home processor speeds, memory and disk space. Someone once did a back of the envelope calculation that showed that if the library of congress were digitized, 99.7% of the space would be for films. The question is whether MFNX will be one of the ones that survives. If they make it thru this build out phase and get to profitability, I suspect that they will be.

To: Dan3 who wrote (1427)	6/27/2001 4:05:10 PM
From: Herc	Read Replies (1) \| Respond to of 1983

I found this from the most recent 10Q on how MFNX derives revenue.. <<We provide dedicated fiber optic infrastructure, high-bandwidth internet connectivity and managed internet infrastructure services for our communications intensive customers. We are a facilities-based provider of end-to-end optical solutions that offer virtually unlimited, UNMETEREDbandwidth at a fixed cost to our communications carrier, corporate and government customers in the United States and Europe.>> I also waded thru Global Crossing's 10K but found nothing definite on how they charge. But if MFNX ain't metering the data and is just leasing out the lines, it doesn't look good for a revenue upturn.