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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: mph who wrote (54934)10/3/2000 8:55:32 PM
From: Jorj X Mckie  Read Replies (3) of 63513
 
good, I like to hear that kind of sentiment.

I still think that we are in the 1st quarter of the game and there is much that is still unknown in which to fuel another speculative bull.

Do you foresee the need for more bandwidth to the home? Do you think that the current copper last mile infrastructure (either cable or twisted pair) will provide the required amount of bandwidth for future needs? If not, do you think fiber to the home would provide that bandwidth? How long would it take to upgrade the current copper infrastructure to fiber? How many spools of fiber would that take? How many fiber connectors? How many transmit and receive modules? How many edge distribution devices? If we get broadband connections to the home, what new applications does it open the window for? High quality videophones? Entertainment distribution (music, movies, books, changeable wall art)?

What about bringing China up to the same level as the U.S. How long will that take? India? Africa? USSR? South America?

The market may have gotten ahead of itself, but I don't believe that this is over yet.
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