"ATHM: Highlights From BAS Technology Week 2000
boards.fool.com
I find this part interesting:
Penetration is starting to accelerate now, with operators reporting penetration as high as 25% in older markets and penetration ramping much faster in more-recently deployed markets
Also this one:
Mr. Goldman also spent more time than usual accentuating the value of the network. He noted that over the past five years, the company has spent close to $500 million to develop its distributed network of 24 regional data centers (RDCs) (with nine more planned to go on line this year), roughly 2,000 servers, and connections into between 600-700 cable headends - with intentions to spend up to another $250 million this year. Owing to this distributed network, an estimated 70% of all bit traffic flows only between the end user and the cache, thereby not using any backbone capacity. It owns two wavelengths on AT&T's 15,000 route-mile backbone, on which it currently has capacity up to 5 Gbps (OC 48), but which it will soon upgrade to 13 Gbps. It has private peering agreements at roughly 20 network access points with virtually every Tier 1 ISP, with an aggregate 13 Gbps of peering capacity
Eric |
