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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: willcousa who wrote (12212)	5/16/2002 12:27:47 PM
From: Rob S.	Read Replies (2) \| Respond to of 12823

The industry had the focus wrong and that led to many bad capital investment decisions. Rather than focus primarily on the long lines capacity or central hubs, the focus should have been placed on the "first mile" connection to the customer instead. If that had been the case, then fiber optic capacity would have tended to be put in place more as it was immediately needed rather than in speculation of huge demand developing (and somehow miraculously being linked up) to the huge capacity that was being duplicated by competitors. The fact that this thread is named 'Last Mile' technologies shows how top down and inappropriate the thinking had become. Similar thinking could be applied to past booms, such as the railroads, where lines ran along major corridors but often ignored real market demand. As far as obsolescence; the fiber itself probably won't become obsolete but the equipment driving it might. perhaps what is more important are the dynamics on the balance sheet and cash flow statements. Eventually the fiber optic capacity will get used up, imo, but that does not guarantee that more companies won't go bankrupt before then.