Marconi:
Thanks for your thoughts.
FYI, if you or anyone else out there is interested, there is a follow-up article from the Street.com: About the Coming Bandwidth Glut, Part 2 by Jim Seymour. The article was positive on LVLT and seemed to make sense, at least from the perspective of someone with a very limited knowledge base of this area (me!). I am unable to access the story at the present time -- here are a few excerpts from a hardcopy I have.
Seymour believes the growth rate of demand for bandwidth will increase and the question is whether there will be enough bandwidth resources to supply emerging industries.
Four companies dominate -- Qwest, Williams Comminications, LVLT, IXC Communications. With QWST's pursuit of US West and Frontier, LVLT is the major pure-play (QWST is side-tracking itself) and may have the most dark fiber.
Wireless will eventually become dominant, but the land-based networks will still be essential (security, reliability, etc.).
DWDM will not adversely impact the bandwidth industry, as the demand for capacity will more than absorb increases made possible by multiplexing.
According to Seymour, the future = essentially unlimited bandwidth that will be a backbone of worldwide business, resulting in revenue growth for the bandwidth providers (lower unit prices but huge volume).
Regards,
Filo |
