sent2null space

In a recent article at Silicon Alley Insider , a wall street analyst came to the conclusion that Verizon building out a fiber network is a bad idea. I wrote a fast post listing several reasons why the analysis is at best way off the mark. I extract it here but link to the post below. The original article at SAI. The short term (what i call idiot analysis) of a stock always makes me chuckle. If a 15 year wait for return on investment is too long for you Moffet that is you but some investors actually b u y on those horizons. I had to blink at the screen when I read the ending of the article indicating that Moffet thinks the best thing to do now is nothing??? huh??? Like the horse cart manufacturers did as the car came on the scene eh? Where are they now? No, only someone on LSD would do nothing, by acting NOW Verizon does several things. a) They get first mover in marketing the converged service that will be cheaper for them and us, more powerful in terms of bandwidth provisioning, more ...