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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (41361)	11/13/2003 9:46:52 PM
From: energyplay	Read Replies (1) \| Respond to of 74559

Hi Elmat - I agree with your point that you can see infrastructure build history like tree rings - heavy for certain times, very light at others. I thnk we need to careful distinguish where there will be shortages and where gluts will persist for a long time. For example, the NFL cities which had 4-6 carriers all putting in extensive fiber, and still with 90% plus 'dark fiber ' With the increased through put form better optical systems, most of that fiber will not be needed. As buisness grows, I would expect the trans Atlantic and Pacific cables to fill up. ************ I like the idea of clever stuff levearging plant that is already in place. The ROI and productivity gains from this are very high. ************ As the plant deteriorates over the long term, there can be a question of the national and economic will to repair/rebuild/replace, especailly if regulators or economic forces have pushed prices down below where the rerbuilding can be paid for.