Re: Too much capacity...yada...yada...
Thread,
Strictly in the FWIW category, here's just one little glimmer that may soon indicate there will be a reversal of sentiment and the carrier's carrier (backbone players) will come back into favor.
IMHO, it's still too early for the trashing of the backbone players to stop. This is simply one small example of the slew of articles that suddenly appear, when Wall Street tires of beating down the backbone players and want to pump the stock prices back up.
MikeM(From Florida)
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Bandwidth Glut: A Non-Issue According to a New IDC Report
FRAMINGHAM, Mass., Oct. 12 -- There have been a number of reports in the press recently [understatement!] concerning the issue of "bandwidth glut." Some industry pundits have stated there will be an excess of fiber-optic capacity in the next few years, based on overbuilding of fiber-based backbone networks. However, according to a recently issued International Data Corporation (IDC) report, DWDM Systems: 1998 Market Review and Forecast, the so-called bandwidth glut is a non-issue.
According to the IDC report, there is little cause for concern over this issue because new applications will inevitably be developed that will utilize the newly available bandwidth. In addition, network buildouts are necessary investments in service provider infrastructure, which, like other long-term projects, may or may not offer immediate return on investment......
networkmagazine.com |
