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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.38

+2.3%

12:43 PM EST

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To: yard_man who wrote (52766)	5/10/2001 4:24:42 AM
From: Graystone	Read Replies (2) of 77397

$40 a month ? or $40 an hour Bandwidth demand is a two way street from an infrastructure buildout point of view. On one hand you have the average joe who will pay as much as $40.00 a gram and he is half the story. On the other hand you have those providing the services. Time Warner wants to send movies over the internet, average joe will want to see them, the same as he demanded the $1.00 videos now found in every corner store. From an ISP's point of view, it involves a lot of equipment and miles of network, billions of dollars worth of infrastructure that needs upgrading before average joe gets his first frame of Bugs Bunny. It has nothing to do with bandwidth glut, thats the size of the fire truck, it has to do with getting the fire truck to the fire. As the last mile questions get solved, and the average joe gets his Road Runner cartoons, bandwidth glut is going to disappear overnight, exponential increase. Videos of first run movies shortly after they leave the theater, yah right, for a buck you say, who you trying to kid.

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