The Black Box

[sylvester80]

Not all companies are created equal. Big companies -- those best positioned to capitalize on high-speed telecommunications and most able to deploy fast communications networks -- knocked the cover off the ball.

Is that before or after the Nortel blowup? I would assume before as we have yet to get the after numbers. :)

The big story right now is rising rates and inflation (and the rocketing oil prices). I don't know what Rutledge is smoking but inflation is rising (all you have to do is look at commodities). And eventually that inflation will find its way into the consumer me thinks. (in fact in certain areas it already has).

Interesting article never the less. Thanks for posting it Chris.