Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Frank A. Coluccio who wrote (5106)	2/27/2002 12:51:43 AM
From: ftth	Read Replies (1) \| Respond to of 46821

This snip from that Cook Report excerpt you gave may have far greater influence on the positions some of these fair-weather RBOC rah-rahs are taking than any broadband nirvana promises: "This flew in the face of the 20 or 25 year economic life cycles anticipated by the ILECs for their SONET gear, as exemplified by the 20-25 year amortization schedules for this equipment. They used these amortization schedules as the basis of their bond repayment schedules. Consequently, the quality of such bonds now must be viewed with increasing skepticism."

To: Frank A. Coluccio who wrote (5106)	2/27/2002 6:26:27 PM
From: rich evans	Respond to of 46821

FAC, ftth:: Thanks for the good info/replies. With 70 80% of RBOCs revs/profits from voice which is "rolling over" not rolling on and with a system not geared for data, I guess its "Houston, We have a Problem". It makes it tough because capex in telecom sustains so much of the economy and so many tech companies from chips to optics to the NTs to JDSUs to EMS companies. So how do we recover if we can't spend to upgrade,change because of low revs, and high debt and high capex needed? How about using the MSOs. They can provide voice,data , TV , the works and are supposed to be getting subscribers at a rate twice that of the RBOCs DSL. How about the Government like the national highway freeway program? Usage continues to grow pretty fast. We all want and need 2 megs at $50 bucks a month. So what happens when we hit the 80% of capacity figure- which is supposed to be in 2003. Can we have brownouts in Tele/Data Com? You have to believe that the money will be spent by all the players with prices going up to cover and we all end up happy with our 2 Megs and stock prices up. Rich