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