[109717] in North American Network Operators' Group

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RE: [SPAM-HEADER] - Re: Telecom Collapse? - Email has different SMTP

daemon@ATHENA.MIT.EDU (Rod Beck)
Thu Dec 4 14:36:23 2008

Date: Thu, 4 Dec 2008 19:36:18 -0000
From: "Rod Beck" <Rod.Beck@hiberniaatlantic.com>
To: "Brett Frankenberger" <rbf+nanog@panix.com>,
	"Chris Adams" <cmadams@hiwaay.net>, <nanog@nanog.org>
Errors-To: nanog-bounces@nanog.org

I am not sure. Business lines are significantly higher priced than =
residential lines and the conventional wisdom was that there is a cross =
sudsidy. How it shakes out across all phone lines is unclear to me.=20

A lot depends on the economic realism of depreciation schedule. I'm not =
familiar with how plant is depreciated.=20

An interesting issue related is the book value of assets.=20

Does anyone believe that the book value of telecom assets approximates =
its market value?=20

In other words, I suspect at least some of the competitive players are =
insolvent (negative net worth) since their physical assets would only =
fetch a pittance in a Chapter 7 auction.=20

And yes, I decline to identify specific cases. :)

Regards,=20

Roderick S. Beck
Director of European Sales
Hibernia Atlantic
13-15, rue Sedaine, 75011 Paris
http://www.hiberniaatlantic.com
Wireless: 1-212-444-8829.=20
French Landline: 33+1+4355+8224
French Wireless: 33-6-14-33-48-97.
AOL Messenger: GlobalBandwidth
rod.beck@hiberniaatlantic.com
rodbeck@erols.com
``Unthinking respect for authority is the greatest enemy of truth.'' =
Albert Einstein.=20



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