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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: MikeM54321 who wrote (5135)	9/8/1999 3:49:00 PM
From: MikeM54321	Read Replies (5) of 12823

Re: Too much capacity...yada...yada.. "The combination of major new network construction and new technology for adding network capacity has led industry analysts and executives to predict a bandwidth glut...." zdnet.com **************************** Thread, Well if I'm not mistaken, there appears to be a slew of articles being written for the next go around of trashing the backbone players. I like the above article because it just doesn't spout the same old tired routine, but adds quite a bit of detail to the current and future state of the backbone players networks. Plus it even drops a hint that maybe, just maybe, <g> future services may eat up the capacity. Hopefully, when the next go around of, "Bandwidth is exploding and eating up capacity...." comes along, I'll be able to link them to these posts. If I'm not mistaken, they seem to run in six month cycles. ________ elmatador you have an interesting point about the revenue charts you linked to earlier (http://www.itu.int/ti/wtdr95/c2b.htm). As a matter of fact those were very interesting figures and I hope I can find it in the future. Frank that should be a bookmark for us to reference in the future. But I don't understand what that has to do with capacity required on the backbone? Unless you are saying if the money isn't there, the backbone won't get upgraded no matter how much capacity consumers demand...Oh, I see. This is what you were saying earlier. But I agree with your article's conclusion. I also believe that eventually the Internet will be used for services we never have dreamed of. And it will place bandwidth demands on it we have never dreamed of. But it's a lame argument because it can't be based on facts but seems inevitable to me. MikeM(From Florida) PS Important point. The revenue chart elmatador linked to only goes up to 1994. I wish the figures for the next four years were available. I know I saw some charts printed somewhere recently. If anyone runs across them, please post.

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