off-topic: historical query concerning the Internet bubble
odlyzko at umn.edu
Fri Aug 6 08:13:35 CDT 2010
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!
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.
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