SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?


To: Frank A. Coluccio who wrote (3378)7/20/2001 11:35:56 AM
From: elmatador  Respond to of 46821
 
Precisely. That's exactly how we should be analysing the latent fiber under ground.

In the commoddities business they build buffer stocks. So that the market is not at the vagaries of the weather. We cannot say that those strategic reserves are a glut. That's because we can't live from the hand to the mouth.

On top of that if you are Jacobs Suchard -the compnay that supplies this cofee I'm drinking now- it buys the stuff accoring to the supply and demand and its consequenlty prices' fluctuations.

So that coffee seating in its Hamburg warehouse it is not a glut.



To: Frank A. Coluccio who wrote (3378)7/20/2001 11:41:03 AM
From: ftth  Read Replies (1) | Respond to of 46821
 
re: "It's only at the point of provisioning, when the optoelectronics and span amplifiers and repeaters are installed and activated on those strands, that the claim of bandwidth existing can be made. "

Careful there! You might spark a bandwidth "right to life" debate.



To: Frank A. Coluccio who wrote (3378)7/22/2001 10:47:07 PM
From: Paul Shread  Read Replies (1) | Respond to of 46821
 
Not to butt in where I don't have a lot of knowledge, but a lot of companies laid that fiber on the assumption that demand would continue unabated and that bandwidth prices would remain stable, and are now sitting on a mountain of debt and no revenue. Yes, it costs 1-2 times as much to light it, but my guess is a whole lot of companies are going to be selling their dark fiber from bankruptcy court. JMHO...

Congrats on making cool post. ;-)