Related: Bandwidth / FO Consolidation
As a 20 veteran of telecom, I believe the Economist should stick to analyzing post-colonial politics in sub-Saharan Africa and leave the technology analysis to people actually involved in the industry on a daily basis, instead of part-time technology pundits.
Text from the link below:
dailynews.yahoo.com
If you are interested in RHK:
rhk.com
Citing research from telecom research firm RHK Inc., Estra said some 350,000 terabytes now flow over the Internet each month, about 10 times the size of all the information stored in the U.S. Library of Congress. The demand is estimated to grow to one million terabytes a month by the end of the year and by 2003 will soar to 16 million terabytes a month.
``We're talking about growth rates that are staggering,'' he said. ``My guess is we're looking at a decade-long 'build-out'... From an investor's prospective, this is a long-term change.''
Still, industry leaders can ill afford to sit back as new technology is constantly emerging and making last year's miracles obsolete, Estra said.
``That's where acquisitions come in,'' he said. ``Corning and JDS are very good at identifying key technologies and
integrating them into their own business.''
Corning, and JDS, which recently said it would buy SDL Inc., maker of fiber optic networks, for $41 billion in stock, have histories of buying technology and successfully integrating the companies.
``The companies that stake out key positions in this industry are not going to be able to do it internally,'' Estra said. ``More rapid growth demands the kind of management that can assess technology, acquire it and integrate it and thereby create value for their shareholders.'' |
