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August 20, 2000 (#0084)
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:: Two Year Buzz ::

It is amazing to see how fast buzz moves. I have recently found myself wondering if all the investments made in Optical Networking are not a waste of time.

According to my new theory Buzz moves faster than light. And if Buzz moves so fast this opens a huge market for me. I will build Buzz networks, driven by revolutionary letter-number-letter protocol (you know B2C, B2B, P4U - 26 by the power of 3 combinations just for one piece of data). I will build Buzz routers, I will connect them to content, were buzz is usually stored and generated. I will rule the world. I will buy Lucent. And if you think I'm crazy, you should know I found support for my theory. And I found it in Optical Networks of all places.

The Buzz of Optical Networks is over. Each respected fund has already made at least one investment and the subject matter is cooling fast. Real fast. The Buzz is over. Ask any fund manager or trust me. It is dead cold.

Bringing up the issue to a businessman with a stake in several Optical Networking companies I assumed I'll play clever. He knew. But he was the clever one. He had an interesting perspective. The Buzz is over but it will take up to two years for the picture to clear. This is plenty of time to pull strings and move money. It is plenty of time to do Buzz business, or just pure business. So though the Buzz is over, the game has only begun. And money is abundant.

The Buzz is over. And, the game begins.

Say hello to the IPOs, Acquisitions and Burnouts - Class of 2002. And move to the next Buzz. Without any other good idea, I'm still betting on Buzz Networking, what do you bet on?

Wadi Writer #1 (Gray)

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