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Technology Stocks : GX Investors Thread
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To: trainleaving who wrote (174)8/28/2001 4:27:39 PM
From: devonian  Read Replies (1) of 586
 
Interesting, except we don't know the credibility or bias of the source. Separately, I read a reference in the Gilder publication refering to a poll of all leading industry carriers by Larry Roberts of Caspian (apparently a respected early contributor to the internet/arpanet) amongst industry players suggesting data traffic is now running at a growth rate of 400% per annum. The Gilder paper goes on to suggest GX and Q confirm the numbers. Such growth, if true, would seem to substantially aid GX's survival.

I'd be interested in finding as many other data points on traffic growth / capacity, even if annecdotal as above, to check the above suggestions. Anybody know of other sources or reports?
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