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

To: axial who wrote (7501)	7/2/2004 5:14:08 PM
From: Frank A. Coluccio	Respond to of 46821

Hi Jim, I think that Methuselah stuck his head up sometime around 1995 to perform some surveillance of the situation, liked what he saw, and spent the next half-decade planning his attack. What you stated about wireless spectrum resources could also be stated about the growing supply of abandoned copper, due to the current flight from ILEC POTS - which is proving to be a very interesting resource lately, given advances in VDSL. And the same can certainly can be said about fiber, which is so abundant in its buried state today that it is said that there are regions of the country that no longer have to worry about fissures in the ground resulting from earthquakes. Should the majority of buried, interstate fiber be condemned by the government, being declared a part of the public domain, with supply, like RF spectrum, going to public auctions for dissemination to qualified service providers? Would that be any more logical, or illogical, than what's happened with wireless spectrum, which, in contrast, is said to be scarce? The deployment of fiber optic cable, whose 'glut' represents an inverse economic (and availability) model to that of wireless, in other words, will either be used or it will perish among the elements with the eons. Or it will be declared irrelevant due to obsolescence, over time (a long time, in fact) as newer and better grades of fiber are produced. Which of these choices, i.e., to let the fiber lie fallow or to auction it off, is more egregious, given the bloodshed that investors and corporate workers, alike, have already experienced over the past four or five years? Getting back to the wireless situation, have you read Andrew Odlyzko's latest paper titled: Telecom Dogmas and Spectrum Allocations By Andrew M. Odlyzko Digital Technology Center, University of Minnesota June 20, 2004 dtc.umn.edu An abstract from this paper follows: "A substantial spectrum reallocation is called for. The current system is extraordinarily inefficient and inadequate for the challenge of stimulating innovative new services and business models. It also perpetuates the traditional and deeply °awed bias in favor of content instead of connectivity. A proper spectrum reallocation would promote new services directly, and would speed up the developing restructuring of telecommunications. In addition, it would also help disprove many myths that are hobbling this vital industry." ============================================================ I must be off now. It was very good seeing your name on the page here again, btw. It's good to see you. FAC frank@fttx.org