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Technology Stocks : George Gilder - Forbes ASAP
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To: JMD who wrote (1383)4/30/1999 2:03:00 AM
From: Clarksterh  Read Replies (2) of 5853
 
Mike - Forbes even got the Level 3 guys and others to admit that they were going to light their fiber capacity only as demand developed, and, more interestingly, that if they lit all that was currently available the market price for b/w would collapse.

If that is true of the list of 4 or 5 possible bottlenecks, you've removed one. The question is which one or two are the biggest remaining restriction points? I think it is last mile and server technology. Any comments?

Clark
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