[128411] in North American Network Operators' Group
Re: off-topic: historical query concerning the Internet bubble
daemon@ATHENA.MIT.EDU (Andrew Odlyzko)
Fri Aug 6 09:13:47 2010
Date: Fri, 6 Aug 2010 08:13:35 -0500 (CDT)
From: Andrew Odlyzko <odlyzko@umn.edu>
To: Jorge Amodio <jmamodio@gmail.com>
In-Reply-To: <AANLkTikKUFsmbGpvV-4B5ABHfHLwufNorW3y5Jw0cvPU@mail.gmail.com>
Cc: nanog@nanog.org
Errors-To: nanog-bounces+nanog.discuss=bloom-picayune.mit.edu@nanog.org
Jorge,
Many thanks for the comments.
To the entire NANOG list: I have received many comments, a few
through the list, most off-list. I greatly appreciate all, and
will be responding to them all off-list, since this is not an
operational matter. If there is interest, I can summarize
for the list in a few days. In the meantime, please keep sending
in more data!
Best regards,
Andrew
On Fri, 6 Aug 2010, Jorge Amodio wrote:
> BTW, in the context of Andrew's paper (very interesting indeed) I
> believe that one of the issues is that many executives took that
> "spurt growth" I was referring to in my previous message, as organic
> growth and used it to make unrealistic projections which in turn led
> to unrealistic valuations, and so on.
>
> In some cases we "wasted" tons of money over building capacity,
> particularly during the datacenter frenzy, later to find that we had a
> lot of empty hi-tech real state.
>
> I like how you characterized the investment waste in your paper.
>
> Regards
> Jorge
>
