nanog mailing list archives
Wall Street & Internet (was Re: ISP consolidation)
From: Srinivasarao Mulugu <smulugu () sprint net>
Date: Wed, 10 Apr 1996 08:47:14 -0400 (EDT)
On Wed, 10 Apr 1996, Robert Bowman wrote:
---- other forwarded messages deleted ---
As long as Wall Street likes the Internet, the industry will continue to grow by leaps and bounds. When they decide it is no longer trendy/profitable then we'll notice most of the garage ISPs will disappear.
...
Conventinal investment wisdom is you sink in the big $s, gain market share, sit tight and let the cash cow bring in profits...sometimes for a decade or more... and in some rare cases this was true for data communications as well. In the case of Internet however, you invest, build the network, you try for market share, you UPGRADE (i.e. invest more), you try for more market share, you UPGRADE again, etc. T-1 to DS-3 to OC-3 and beyond... Bigger, Better, Faster... The two to three year investment cycle seems inevitable.. One can only wonder as to how long it will remain palatable to investors. -Mulugu ========================================================= Mulugu Srinivasarao Tel : 703/904-2013 SprintLink Engineering Fax : 703/904-2292 Sprint, GSD Bldg.
Current thread:
- ISP consolidation Srinivasarao Mulugu (Apr 09)
- Re: ISP consolidation Michael Dillon (Apr 09)
- Re: ISP consolidation Robert Bowman (Apr 09)
- Wall Street & Internet (was Re: ISP consolidation) Srinivasarao Mulugu (Apr 10)
- Re: ISP consolidation Robert Bowman (Apr 09)
- Re: ISP consolidation Christian Nielsen (Apr 09)
- <Possible follow-ups>
- RE: ISP consolidation Jim Fleming (Apr 09)
- Re: ISP consolidation Michael Dillon (Apr 09)