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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 (3885)	9/5/2001 10:44:28 AM
From: TheStockFairy	Respond to of 46821

Since there has been an overbuilding of the Long haul over the last few years (I have stats somewhere), there already has been a HUGE price drop. There isn't as much demand as there is fiber, lit or not. The supply / demand imbalance will equalize at some point. As for other services (frame, ATM, Internet), if the traders have their way, they will go after those also. comptel.org If you go to the contracts section and pull up one of the contracts, you will see in the confirmation sheets on the back of the contract what products they would like to trade currently. Keep in mind that there has to be demand to make a market work.

To: Frank A. Coluccio who wrote (3885)	9/5/2001 10:50:41 AM
From: TheStockFairy	Read Replies (1) \| Respond to of 46821

And, the pricing is going to take a hit no matter how you slice it. New technology, oversupply, ect. Furthermore, most carriers don't know where there is oversupply or undersupply. Most carriers don't know what their inventory is until a customer places an order and tries to have it installed. Trading would allow a better feel for what your demand, from a specific set of customers at least, is. That way a carrier could make educated choices on which routes to build and which ones to buy. Something good to do, I would think, would be to sell options on a route, wait for prices to drop before expiry, then figure out if you want to deliver or sell to another carrier so they could deliver. If prices firm or rise, install it yourself. Simple assset management. Someone correct me if I'm wrong about carriers knowing their capacity :)