Read Bandwidth

The story

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The signal: nine chapters, drawn to length

Each strand is as long as its chapter: 110,025 words of story from the AT&T breakup to the sale of Zayo.

  1. Build

    1. Chapter I: The Storyteller3,638 words15 minp. 1I am in a unique position to tell the Bandwidth story, having been perched inside the tent from its exciting beginning to its glorious end.Read
    2. Chapter II: The Inventors of the Internet Backbones5,226 words22 minp. 13When I joined MFS Communications, I knew nothing about the Internet.Read
    3. Chapter III: The Renegades That Laid the Fiber13,805 words58 minp. 31UUNET’s Sidgmore and BBN’s Conrades sold because the capital requirements to fund their Internet Backbones were daunting.Read
  2. Boom

    1. Chapter IV: The Bandwidth Boom Gold Rush23,083 words97 minp. 75As the twentieth century was winding down, the riches being racked up by the Renegades didn’t go unnoticed.Read
  3. Bust

    1. Chapter V: The Bust of the Bandwidth Bubble27,876 words117 minp. 149Years before the Bandwidth Bubble had begun to take shape, data had surfaced that indicated something major was amiss.Read
  4. Rebirth

    1. Chapter VI: The Phoenix Rises from the Ashes11,639 words49 minp. 237No one could appreciate the size and scope of the Bandwidth mess.Read
    2. Chapter VII: The Reconsolidation22,469 words94 minp. 273“What you have been seeing is the gradual reconsolidation of an industry that is highly capital intensive and that’s perhaps best served by a relatively small number of large companies,” an analyst suRead
    3. Chapter VIII: A Bright Glimmer of Light1,646 words7 minp. 341Artificial Intelligence (AI) is already causing an explosive need for data center capacity and, with it, demand for Bandwidth Infrastructure is increasing.Read
    4. Chapter IX: Final Reflections643 words3 minp. 347How did I achieve a financial outcome far better than the norm?Read