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

To: Frank A. Coluccio who wrote (3819)	8/28/2001 12:03:37 PM
From: TheStockFairy	Read Replies (1) \| Respond to of 46821

I read your question as "will specific buildings become commodotized like long haul pops were commodotized?" On the trading side, in order to make the metro a commodity, there would have to be specific dmarc points in the buildings you want to trade to....say the building meet-me room or the Global Crossing POP, ect. But again, there is this chicken and egg problem of who is going to pay for that to happen. The carriers that already have those in place aren't that quick to commodotize their products. The name of the game is building access and distribution. Without it, a carrier is sunk, they can't get to their customers. Dark fiber is sold in several different ways: 1) to the 0 manhole outside of the building 2) to the selling carrier's pop 3) elsewhere in the building. Lambdas are sold 1) to the selling carrier's pop 2) elsewhere in the building Trading firms would like to believe that there are 100 different carriers, all with building distribution rights, going into 111 8th ave, but that really isn't the case. Sometimes the circuits are dumped off into the selling carrier's pop, sometimes they are in the building's meet me room, sometimes they are in a colocation facility, sometimes they go to the right place in the building. So given that, will the metro circuits be a commodotized product eventually? It's gonna take a while. Also, different carriers break out their pricing according to buildings. One will segment out all of these pieces and have a different price for each building hop (from the basement to the customer pop floor, across the pop floor to the customer pop), one will not bundle in the building building meet me room cost, saying that it is the customer's problem, one will say that they will leave it in their pop and it is the customer's problem to get anywhere in the building. Is this what you were asking?