Didn't we have a fairly decent conversation regarding this idea less than a day ago, "Selling pickaxes during a gold rush"? [1]

I agree, however this is only a short term strategy. Soon, the gold rush will be over and there will be an abundance of pickaxes on the second hand market. Case in point, so called "dark fiber", or the unused infrastructure expansions of the early dot-com bubble.

[1] http://news.ycombinator.com/item?id=2183207