The Deipnosophist

Where the science of investing becomes an art of living

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Location: Summerlin, Nevada, United States

A private investor for 20+ years, I manage private portfolios and write about investing. You can read my market musings on three different sites: 1) The Deipnosophist, dedicated to teaching the market's processes and mechanics; 2) Investment Poetry, a subscription site dedicated to real time investment recommendations; and 3) Seeking Alpha, a combination of the other two sites with a mix of reprints from this site and all-original content. See you here, there, or the other site!

06 February 2006

Rumblings quickly become a roar...

Google has concerns, to state it mildly, re the current crop of ISPs deciding to charge the company and its competitors (MSN, Yahoo!, etc) for their usage of broadband.
I referenced in this post (from ~5 months ago) that the company quietly, even surreptitiously, has been purchasing dark fiber.
• I noted in this post that the company hired Vint Cerf.

Now the various pieces of the puzzle begin to cohere; this article indicates, "Google is working on a project to create its own global internet protocol (IP) network, a private alternative to the internet controlled by the search giant, according to sources who are in commercial negotiation with the company."

However, continue reading this article, and all might not be as rosy as first blush; a susurrus begins re speculation that Google bids to become the overlord of everything. Change is afoot, and awareness of the winds of change repay the heedful investor.

BTW, I note that both Broadwing/BWNG and Level 3/LVLT each have doubled in price since my recommendation.

-- David M Gordon / The Deipnosophist

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