SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : The *NEW* Frank Coluccio Technology Forum
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Raymond Duray who wrote (1137)10/24/2000 6:42:01 PM
From: A.L. Reagan  Read Replies (2) of 46821
 
Ray: In short, there are a ton of applications that are being held in abeyance now because of bandwidth constraints, and there are probably an equal if not larger number that are yet to be invented.

Amen, and it will change the internet as we know it.

But w/r/t valuations:

1. How much are we willing to pay to video conference with Grandma?
2. When will the costs of serving up fiber to the home decrease enough to earn a decent R.O.I. on revenues implied by #1?

There are many recent examples in technology adoption life-cycles that provide clues.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News