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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject7/31/2001 11:21:06 AM
From: areokat   of 54805
 
Interesting article about NET growth according to Larry Roberts.

wired.com

Au Contraire: Networks Growing
By Karlin Lillington

2:00 a.m. July 30, 2001 PDT
<snip>
DUBLIN, Ireland -- Plenty of broadband network capacity, matched by a surprisingly fast growth in Internet traffic, is creating a healthy future market for holographic virtual corporate meetings, immersive gaming environments, streaming music and video, and other bandwidth-heavy applications.
Despite glum news in the telecom sector, the first accurate, data-based assessment of Internet traffic volume since 1996 has revealed that U.S. Internet traffic is growing by an annual factor of four.

>>and another article about recovery in the Comm sector<<
eetimes.com
<snip>
David Rickey, president and chief executive of Applied Micro Circuits Corp., is even more optimistic than his peers. "We think we've hit the bottom," he said. Judging from the pace at which his backlog grew last year, and then shrank this year due to cancellations, he thinks the worst is over. "Our backlog is now close to zero, and we are seeing a lot less tendency toward cancellations, because there is nothing left to cancel.

Kat@darkestbeforethedawn?pov
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