[36261] in North American Network Operators' Group
OT financial analysis of telecom sector and debt
daemon@ATHENA.MIT.EDU (Jerry Scharf)
Sat Mar 31 23:08:00 2001
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Date: Sat, 31 Mar 2001 20:05:43 -0800
From: Jerry Scharf <scharf@vix.com>
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For those who aren't interested in how money affects our business, you can hit
D now. You certainly can't configure your router with this information.
For those who would be interested in reading a financial analysts's view of
telecom and the issues related to debt, I would recommend you check out
http://www.thestreet.com/markets/marketfeatures/1359535.html. I found it very
thought provoking and not the normal tunes I hear.
This is not something to discuss on NANOG, but I thought it may forshadow
serious operational issues if the analysis holds true.
jerry
