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Technology Stocks : Silkroad

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To: Tim McCormick who wrote (7)11/9/1998 9:23:00 AM
From: Frank A. Coluccio  Read Replies (1) of 626
 
Tim, in my opinion, bandwidth and throughput will become much cheaper per unit sent. But it will never become infinitely cheap due to demand always staying one step ahead, or leap-frogging, it.

There are periods when plateaus are reached, sometimes in very localized settings, during which time the application and content communities always seems to find a way to catch up, and then push the limits in an almost defiant manner, once again.

Scale will change dramatically, no doubt, like the transistor count on PC internals, hence the unit costs will plummet dramatically. But there will always be a cost associated with bundled transport products capable of handling a correspondingly larger set of capabilities to end users, even if those costs are not apparent to the end user, due to being shifted and bundled into the cost of content delivery.

At some point electronic I/O devices will momentarily not be able to keep pace, calling for improved optical componentry in that space, and that has crossed my mind re the SRI approach if taken to the aggregate ... but storage capacity and I/O processing speeds will leapfrog as well, if things hold true to form as they have in the past. Like I said, this is only IMO.

Regards, Frank Coluccio
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