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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (8925)10/17/2000 11:01:44 PM
From: Frank A. Coluccio  Read Replies (1) of 12823
 
>>Five to Ten Times Core? Nah. But I wish!

[Chromatis notwithstanding], Maybe not ten times core yet, but metro/edge traffic is gaining fast. Think local storage and caching, and virtual campuses within metro areas. I see it happening already, as I analyze the number of gigabit ethernet links being leased across dark area networks (DANs) <copyrighted 2000, FAC>.

Where T1s once sufficed, now 100 Mb/s and Gigabit pipes are being installed.

Much of this is "new" traffic, not displacement, made possible because of the distance-neutralizing attributes of optical. Remote storage area networks and remote serving (server farms), to name just two applications, are making phenomenal gains. And then there is the 'net, where SPs are caching pages closer to their users all the time.
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