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Strategies & Market Trends : Working All Day, But Trading Behind the Bosses Back Thread -- Ignore unavailable to you. Want to Upgrade?


To: lazarre who wrote (474)2/7/1999 12:40:00 PM
From: Mark[ox5]  Respond to of 779
 
From what Ive read it is an advantage (Dark Fiber) but post the question to a general fiber thread... they know the industry in and out!

The bulls of MFNX see it is a great advantage.. (perhaps it means the density of their lines)

Mark



To: lazarre who wrote (474)2/7/1999 12:47:00 PM
From: Cymeed  Read Replies (1) | Respond to of 779
 
<<< this broadband buildout field is gettin' more dense with players everyday. >>>

Talking about Broadband, I saw a comment from a research report that they believe AOL has some leverage on the selection of cable vs phone lines, because AOL commands the main heed of subscribers in U.S. AOL is not in a hurry to move to the high speed access. Coincidently, AOL has not made any move yet even after @Home bought Excite (but can't say they will not move later :o).

Does this mean broadband is an over hyped non-existent issue for AOL? I am asking this question because I am long in AOL and one of the many worries for AOL shareholders is that they get left behind on this high speed access.

I'd like to hear more regarding this broadband issue and the technical trend in this area, this would also likely lead to more trading opportunities for all of us here on this thread.

Your information are appreciated.



To: lazarre who wrote (474)2/7/1999 3:04:00 PM
From: Teddy  Respond to of 779
 
lazarre, "dark fiber" is not a different system than "regular fiber optics," it is a term used when buying or selling a strand of fiber when the buyer must provide all the equipment.

For more information, the replay of the Global Crossing quarter conference call is still available:
Message 7604896

Hope that helps.