Interesting People mailing list archives
IP: Re: Comms recovery seen over next quarter or two
From: David Farber <dave () farber net>
Date: Tue, 31 Jul 2001 14:13:22 -0400
Date: Tue, 31 Jul 2001 09:31:59 -0700 From: "Robert J. Berger" <rberger () ultradevices com> I suspect they are still being optimisitc. What will change to cause a large re-uptake of comm equipment buying (other than going back to pre y2k enterprise purchase rate)? There are no more competetive carriers left. The one place there is a temnpoary glut is in the inter-city/inter-region fiber as companies like Level 3, Qwest, Williams, Global Crossing, have now each completed 18k - 33k miles of fiber build and will not need to buy much more equipment for a while. The Competetive Local Exchange carriers have been killed off by a combination of the ILECs maintaining absolute control of the copper infrastructure and the wireless companies killed off by a combination of their own greed/stupidity/investor fickleness/technological mischoices and prematurity. The ILECs are not going to aggressively build out new high bandwidth local services and we can expect the cable modem business (really the CATV business with a side cable modem business) to be focused on gouging the couch potatos and not really investing in buildouts to upgrade their last mile infrastructure. So without the last mile gap being filled, we will continue to be in a Telecom Dark Ages led by feudal ILEC lords and their supporters in the current administration... -- Robert J. Berger UltraDevices, Inc. 257 Castro Street, Suite 223 Mt. View CA. 94041 Email: rberger () ultradevices com http://www.ultradevices.com Voice: 408-882-4755 Fax: 408-490-2868
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- IP: Re: Comms recovery seen over next quarter or two David Farber (Jul 31)
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