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Technology Stocks : The *NEW* Frank Coluccio Technology Forum
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To: aladin who wrote (41450)9/6/2012 3:25:58 PM
From: axial  Read Replies (1) of 46821
 
" It's been my observation in the computer industry that our thinking has been clouded by the ongoing success of of Moore's Law.

In communications the disconnect between these two principals was masked by two factors:
  1. Communications technologies were not yet approaching Shannon's Limit and the ramp up looked very similar to Moore's law
  2. The Telecom bubble of the late 90's and the huge capacity glut created from the remains

This glut is nearing an end, but there is little appetite for large scale capital intensive projects.

With Wireless - speeds have increased and continue to increase, but this has occurred primarily through smaller cell sizes."

Right on.

---

I would only add that capital for low-latency buildouts large and small, wired and open-space, has appeared quickly and in quantity.

Jim
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