off-topic: historical query concerning the Internet bubble

Fri Aug 6 13:13:35 UTC 2010

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
>