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Strategies & Market Trends : The New Economy and its Winners
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To: Bill Harmond who wrote (5364)2/16/2001 11:53:42 AM
From: Randy Ellingson  Read Replies (4) of 57684
 
Did you see that commentary from the Fool on IP infrastructure growth? It said that while the demand for data bandwidth by consumers and businesses alike is there, the financing isn't. So it seems we're in a phase where the adoption will increase, running into capacity barriers, until enough cash flows through to the service providers so they can resume their buildout at the higher rate.
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