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Strategies & Market Trends : The New Economy and its Winners

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To: schrodingers_cat who wrote (9534)	11/6/2001 1:28:54 AM
From: MSI	Read Replies (1) of 57684

<"I would say that the net build-out is definitely more than half-done" Nah... not even close 80% of the US still needs broadband, faster than we have now to the home, at least 2mbps for streaming HDTV, voice/data. That's 100 million homes X $350 per install + routers and infrastructure, and $50/mo. revenue = $50b-$100b, and $60b/year, not including content. 98% of the rest of the world will need broadband; multiply the above numbers by 10x for the already-industrialized Europe and Asia. Broadband alone will be easily a trillion bucks in whatever timeframe can be accomodated. The past year was an anomaly; we'll need more capital spending very soon, to light up dark fiber in the long end, and light up the black hole in the "last mile" metro areas with fiber and wireless. On top of that bandwidth rides all of the now-forgotten trillions in commerce, generating billions in software and services, by companies now selling at relatively low prices.

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