Williams Communications Group - WCG Message Board

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Technology Stocks : Williams Communications Group - WCG

WCG 349.92

+1.4%

Jan 23 4:00 PM EST

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To: Scott Moore who wrote (229)	12/9/1999 7:59:00 PM
From: Shel10	Read Replies (1) of 609

Scott, I agree with your assessment. Demand will outstrip supply. As more individuals go online to the internet, and voice changes from an analog service to a digital service, there won't be enough fiber available to handle the demand. All we see in the Press is the "gee whiz" factor. How much bandwidth a single strand of fiber can accommodate. It is, theoretically, without limit. but these descriptions assume that demand over time is stable. Biggest challenge that carriers will face is the number of home users trying to download movies via the internet, combined with digital voice traffic, at 7 PM on Friday night. They will need multiple paths between switches. No one in the industry is forecasting demand for individual user services, they are focused on business use of communications networks. It's easier to forecast. Williams is not a glamor stock, it's a long term hold, and it's solid. Shel10

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