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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: Rob S. who wrote (18787)1/8/2007 9:53:44 PM
From: Frank A. Coluccio  Read Replies (2) of 46821
 
Rob,

I have still to get back to you on your post of last week (Msg#18747). As a measure of preparation I performed some cursory research and downloaded a couple of white papers on adaptive antenna systems. That led to additional research, until, it seems, research became an end in itself. And I just love when that heppens, because it generally means I'm into something interesting, but, unfortunately, it wreaks havoc on my netiquette performance. I'll get back to you on both topics sometime tomorrow or Wednesday.

One aspect of the escalating amount of video that is traversing the Internet today that is becoming clear is that, no single provider's application (or set of applications coming from a single provider) can make a major impact on the Internet, in a proportional sense, given the total amount of traffic that it now supports.

Individual links can be affected adversely, perhaps localized access networks, too, and even some of the smaller transit and backbone routes may at times become congested. But, in the larger sense when viewing the Internet proper, backbones carry so much more bandwidth today than they did even five years ago (70% to 100% CAGR y/o/y), that applications that could have brought the 'Net down to its knees only five years ago must now simply learn to co-exist with the growing number of other, like applications vying for screen time.

The singlemost plausible threat would be the failure on the parts of network operators (at all tiers) to continue allocating additional capacity based on the dictates of traffic growth. Later.

FAC
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