The “axiom” of market accuracy anchors the circle’s center. In the fiber-optic business, this closure was sealed because analysts measured “growth” by looking at increases in installed capacity. Within that closed system, a question such as “Are transatlantic cables an overcapacity commodity business?” became what Kurt Gödel would call an un-decidable proposition. To answer this question one would have to look outside the closed system and make an independent estimate of the situation.

