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Re: The Story of Cogent’s Path to Transit-Free

bensons — Thu, 03 Jul 2008 21:45:28 -0000

I just came across a relevant blog post at http://www.telecomramblings.com/2008/07/carriers-and-replacement-value/.

To quote:

"Some go further with this contention, that the high replacement value is an *advantage*, a moat for the competition to cross. Well, there is a silver lining for everything I suppose, but what needs to be acknowledged is that this moat exists solely because of the failure of the assets to justify the investment. OF COURSE nobody will enter a market that isn’t strong enough to generate financial returns on an investment. If it were a good market, then these companies would have valuations above replacement cost, and suddenly people might think about entering alongside them. Having a moat because your sector is unattractive isn’t really where one wants to be."

Re: The Presidential Debate, Twitter, and Plodt

bensons — Tue, 07 Oct 2008 23:00:11 -0000

BTW, it's clear that this isn't a balanced or normalized survey; Twitter users apparently lean towards Obama. Or, at least, Twitter users that learned about this experiment (i.e. because we follow NPR News) lean towards Obama. Maybe next election there will be a website that can manage this polling more scientifically, while maintaining the sort of open participation that Twitter has enabled. That will be fun.

Re: The Presidential Debate, Twitter, and Plodt

bensons — Tue, 07 Oct 2008 23:00:11 -0000