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Technology Stocks : Advanced Fibre (AFCI) ** IPO
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To: E_K_S who wrote (1897)3/2/1999 3:20:00 PM
From: Douglas V. Fant  Read Replies (1) of 3299
 
Eric, Let me give it a try. As I posted here a couple of notes ago long haul data traffic is estimated to increase from 0.6 billion gigabits in 1998 to 13.7 billion gigabits in 2005. Voice traffic is estimated to increase from 2.0 billion gigabits in 1998 to 5.0 billion gigabits in 2005.

Now the great "perpetrator" in creating demand to move this much data will be first the Internet, and second the desire to move larger more complex files such as voice and video. Intel's CFO noted at the recent Robertson Stevens Tech Conference that 1,000,000 people will be wired to the Internet in 2005 as compared to (correct me if I'm wrong here) 220 million people currently- a 400% increase in connections in only 6 years.

Now whether data moves by fiber optic cable, coaxial cable, twisted pair lines juiced by xDSL, or wireless for e.g. LDMS, phsyical systems need to be built out all over the world and also upgraded to handle higher bandwidth traffic.

The only piece for which I am not sure that AFCI's equipment is needed would be broad area satellite data transmissions. I am assuming "no".

Higher bandwidth means more xDSL upgrades of twisted pair, more cable, both coaxial and fiber optic, and more wireless buildouts will occur. Hopefully AFCI can participate in that system buildout...
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