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

To: D. K. G. who wrote (3670)	8/13/2001 11:00:36 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 46821

Thanks, Denis. Enron seems to be more than just a bit cocky here, given that those are rather large numbers that they're chalking up. Aside from these recent losses, they're also probably still smarting from what evolved from the Blockbuster deal. Hmm.. I think that I would be very cautious just about now if I were in this space, especially with some sectors (not many yet, but just enough to cause concerns) seeing increases in bandwidth and related service costs by some incumbents who've succeeded in killing off their earlier competition. Taking the hyppthetical view, there are a handful of so called fiber barrons out there who've made a tremendous difference in driving prices down thus far. Almost all of them are severely distressed right now, save Qwest and maybe one other, with some of them who've managed thus far to avoid total disaster tipping back and forth about the edge. Given my earlier statement about klling off the competition, it doesn't take too much of an imagination to figure out where I'm going with this. That's why in reading the comments of the exec in the article I sensed a top-uh-da-bubble dotcom attitude that all of a sudden appears outlandishly misplaced. But maybe he'll prove to be right in the end, I just don't know. Can anyone here comment on the latest trends or movements being exhibited by the larger incumbents (both IXCs and ILECs) and the Tier1 Internet backbone providers with regard to their willingness to participate in bandwidth pooling and contracts? Have they altered their stance at all? And, in the case of the largest IXCs, are they still holding to their own time-honored ways of securing external capacity?