Victor, I don't know what happened to your finances recently to warrant all the pessimism, but be careful with your assumptions.
But look at a couple of facts: Internet by individuals is trending down. Down. The novelty is gone.
<<B@B is not saving companies much money art all. It's a big sink hole of money for them, and many companies are backing away from it. It just does not show a viable ROI.>>
This is completely false. I work in the IT industry and many companies are throwing all their IT budgets behind these types of efforts. This is where managers can easily justify cost savings and incremental revenues. The more tightly you tie your companies systems with those of your customers, partners and suppliers, the higher the switching costs are for your customers. It's a no brainer.
<<And optical is far overbuilt, Capacity already far outwieghs demand.>>
Nope. The long haul networks may be oversupplied right now, but the demand in metro outstrips supply. In addition, the oversupply in the long haul sector is only temporary. In the second half of this year, the major carriers are going to step up spending to start lighting up unused fiber.
<<And so, companies like akamai and arba and avnx and csco are evolving into penny stocks, because, in fact, the Internet is not growing any more.>>
Cisco may be a penny stock someday, but not anytime soon. The Internet is still growing at tremendous rates. In fact, the growth spurt we had over the last 5 years is peanuts compared to what will happen when full screen video migrates to the web and most homes have broadband. The bandwidth consumption rate is about to skyrocket. This will benefit Cisco more than any other company, since they dominate IP. |
