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Technology Stocks : Global Crossing - GX (formerly GBLX)
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To: Thomas Tam who wrote (2265)10/1/1999 8:37:00 PM
From: CF Rebel  Read Replies (1) of 15615
 
Thomas,

I think I read somewhere that a voice call takes about 40 kbps. Frank Coluccio can probably tell you for sure. Keep in mind that bandwidth demand will be little impacted by voice. Pure data is where it's going to come from. Voice, digitized, is data.

I've been thinking lately about what will be the first real driver of that demand outside of business. Personally, I think it will be advertisers. Think of the banner ads you see at all the sites that can't say a heck of a lot. They just sit there, dead (and not taking much bandwidth to be put on your screen). Now, imagine every ad as a video window, a moving picture. That gets the eye. Every one of us has been conditioned to watch moving pictures, to watch something unfold. A banner ad doesn't do that. Video ads will probably be more successful in generating revenues for sites. Advertisers will be very creative in getting you to click on the video ad. I think we're pretty successful at blocking out the banner ads. Along with these, I'd also expect to get plenty of video ads in my junk email. You won't even click. Your window will simply show a production that, if executed cleverly enough, will cause you to watch it. And all of this is going to use huge amounts of bandwidth, especially the larger and better the pictures get.

CF Rebel
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