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

To: TheStockFairy who wrote (4052)	10/9/2001 11:24:15 AM
From: GraceZ	Respond to of 46821

I guess that's what they call a circuitous route.

To: TheStockFairy who wrote (4052)	10/9/2001 12:48:57 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 46821

Good grief. You just inspired a number of flashbacks going back to the two-year period immediately following Divestiture 1. Thanks for exposing one of the more curious aspects of open competition in what some observers might consider a domain that is best suited for a natural monopoly. And thanks for sparing us the grisly details at the contractor and subcontractor levels, and for omitting any mention of which union locals have jurisdiction on each floor for each subtask of mounting a relay rack: providing power, accepting the node harware at the loading dock, bolting anchors into the slab, providing for overhead supports, running innerduct (assuming a riser conduit for same is already in place), and so on. It's a wonder that these things ever get installed.

To: TheStockFairy who wrote (4052)	10/17/2001 12:55:26 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 46821

Dynergy Completes Optically Switched Network With Tellium/Fujitsu Dynegy Global Communications announced the completion of its nationwide, optically switched, mesh network spanning 16,000 route miles and reaching 44 of the largest US cities. The backbone uses Tellium's optical switches and Fujitsu's top-of- the-line DWDM platform. Dynergy is offering 2.5 Gbps and 10 Gbps services. Dynergy also operates a European network reaching 22 cities in seven countries. The wholesale carrier is connecting metropolitan networks to its long-haul backbone via an alliance with Telseon. dynegy.com Dynegy, October 15, 2001 Dynegyconnect is a joint venture of Dynegy Inc. and Telstra Corp. Ltd. In June, Dynegy and Telseon entered into a network service agreement to develop an 18 city all-optical network capable of providing high-bandwidth solutions between multiple points-of- presence, and chose ONI Systems to supply its platform for the metro networks. Dynegy's took delivery of Tellium's second-generation Aurora Optical Switch in 2000, and the Aurora 128 optical core switch this summer. Late last year, CIENA announced a three-year agreement to supply its MultiWave CoreStream systems to Dynegy Europe Communications for deployment in its pan-European fiber network.

To: TheStockFairy who wrote (4052)	10/20/2001 8:23:35 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 46821

I was asked the following question on the gtf by neil6: "Is there a "rule of thumb" or parameter of any sort which might lead one to believe a capex forecast is unreasonable given the size of the network?" My reply: Great question. I'll have to give that some thought and possibly extrapolate from the approaches of some of the recent fiber baron interviews that I've read recently in the Cook Report and elsewhere, which delve into the buildout and plateau-ing strategies of GX, LVLT, XO (when they were NextLink and someone else), and others. I suspect, again, that there is no single answer to your question, but it does deserve looking into. Any thoughts? From the standpoint of resource utilization I think it's safe to say that carriers will look to add capacity once they reach x percent utilization of existing capacity. Where x might be between 65% and 75% somewhere. But how does this translate to the larger financial picture concerning capex in language that is more responsive to the poster's question? FAC