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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Oeconomicus who wrote (11810)	6/3/2002 11:35:30 PM
From: schrodingers_cat	Respond to of 57684

>Routers: central theme of the next buildout redherring.com Implications for Avici? Good article! >...carriers are expected to lose money as they increase capacity to meet growing traffic demand, unless routers decrease in price by 60 percent (a very unlikely proposition). That's because, under the current revenue scheme, the marginal cost of buying a new router to accommodate traffic outweighs the marginal gain. So why would anybody want to buy more routers? >That's where startups like Caspian, Charlotte's Web Networks, Hyperchip, Pluris, and Procket Networks come into the picture. These well-funded startups ... Even if anybody did want to buy more routers then AVCI faces loads of competition. Dump this dog!