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This page contains all of the posts and discussion on MemeStreams referencing the following web page: Too many debts, too few calls | The Economist. You can find discussions on MemeStreams as you surf the web, even if you aren't a MemeStreams member, using the Threads Bookmarklet.

Too many debts, too few calls \| The Economist by Jeremy at 3:39 pm EDT, Jul 20, 2002
The telecoms industry is in a mess. What went wrong, and how can it be fixed? The dotcom crash was merely the warm-up. The telecoms crash is many times bigger. FCC chairman Michael Powell surprised nobody when he declared this week that the industry is facing "utter crisis". The situation is being likened to the Dark Ages. Andrew Odlyzko, Warren Buffett, Bob Metcalfe, ... The industry's hangover has two components: overcapacity and debt. The bigger question is what will happen to America's struggling backbone operators. The mobile industry faces the same challenge. Once the smoke has cleared and the dust settled, expect the telecoms revival to come riding on the back of an unexpected technology* that nobody in the industry has yet heard of.*
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Economist on the future of the Telecom Industry
by Decius at 3:49 am EDT, Jul 21, 2002

"Expect the telecoms revival to come riding on the back of an unexpected technology that nobody in the industry has yet heard of. "

Just read the last few paragraphs.

Economist on the future of the Telecom Industry
by Reknamorken at 3:12 pm EDT, Jul 22, 2002

"Expect the telecoms revival to come riding on the back of an unexpected technology that nobody in the industry has yet heard of. "

Just read the last few paragraphs.

Flag was interested in buying iAsiaWorks because they wanted something that would fill their pipes. This is a problem with very broad implications. Continued consideration of it is valuable. The real product of the boom is abundant, cheap telecom, computers, and people who can run them. What are we going to do with all this stuff now that we have it.