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To: Alomex who wrote (136514)1/3/2002 7:17:57 PM
From: GST  Respond to of 164684
 
If I can bypass all 4 of their lines, they have a problem. Their 4 lines don't pay off if they cannot exert pricing power. This conversation started with the assertion that bandwidth infrastructure expansion is not were it is at from an investment perspective -- I don't see any basis for chaning my view on that.



To: Alomex who wrote (136514)1/3/2002 7:24:16 PM
From: GST  Read Replies (1) | Respond to of 164684
 
A interview on CNBC just referred to a NJ-based long distance telco which spent $5 billion to build out its network was recently sold for $35 million. The buyer will now probably make money based on its $35 million acquisition of this capacity. But you can be sure that nobody wants to step up to the plate and spend another $5 billion on further build-outs.


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