Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?

To: puborectalis who wrote (8553)	7/10/1999 4:58:00 PM
From: Dee Jay	Respond to of 21876

glut in bandwidth? "Build the network and the traffic will come" - everyone wants more speed and the creative entrepreneurs will provide cheap products that will take advantage of the available bandwidth, products that would be useless without - e g realtime videoconferencing for home use (grandparents to grandchildren, parents to kids away from home, use your imagination for all the rest), businesses will find ways to bring videoconferencing to more desktops to obviate travel, etc. - and products not even thought about today or those conceptualized which have "if only we had more bandwidth at an acceptable cost available we could...". A glut should induce cheaper rates (hurting the carriers maybe) but as a whole the benefits to the economy will greatly exceed the costs. IMHO. Dee Jay

To: puborectalis who wrote (8553)	7/10/1999 9:36:00 PM
From: polarisnh	Read Replies (1) \| Respond to of 21876

Stephen, I have to agree with the other analysts. One good 'killer' application will eat up this so called excessive bandwidth faster than Mark Bruneau can spell bottleneck. As faster processors become more commonplace and some other new must have Internet services evolve the excess bandwidth will disappear over night. If you build it they will come. Cheers, Steve

To: puborectalis who wrote (8553)	7/12/1999 12:21:00 AM
From: Jack Whitley	Read Replies (1) \| Respond to of 21876

<<Telecom industry may be left severely overbuilt after rush to add 'bandwidth' capacity By Peter J. Howe, Globe Staff, 07/10/99 f Mark Bruneau is right, tens of billions of dollars worth of stock market investment in information-highway communications networks runs the risk of going up in smoke.>> Ludicrous. This person doesn't really include bandwidth multipliers in his "forecast" of future bandwidth demand. 1) On the web site I help administer, user session traffic is up 4-fold in the last nine months to six figures, with bytes requested per month up 16-fold during the same nine months. And we have only 1 per cent of our imaged inventory on the site in the form of compressed 2D JPEGs. How much more product could we sell if we could send a short video of each of 120,000 items, on request ? How much additional bandwidth will that require, times the millions of web businesses out there with digital assets. Does a software company have a better chance to sell its product via a net download of 25 minutes, or 10 seconds? Can we have too much bandwidth ?? 2) SSL/encryption - what percent of total public Internet traffic is now encrypted? Very little. How much will be encrypted ? Hmmmmmm. E-commerce, VPNs, etc., I would venture to say large amounts. SSL transactions vs. non-SSL transactions currently degrade Apache server capacity by a factor of 50 or more, and definitely mean exponentially more packets coursing the fiber in the future. 3) The dreaded 30 fps video on demand. 4) As exponentially faster edge connections for users are rolled out to the entire net surfing population, exponentially more throughput will be needed in the core. 5) VoIP - will this really work unless there is massive over-provisioning of bandwidth? It would be impossible to produce non-latent voice in an environment rife with packet collisions, which is what we have now (and there are very few IP voice packets sent currently on the web). 6) Price/demand elasticity - cheaper bandwidth available in larger quantities ? Mr. Market says cheaper, faster bandwidth means more users, more packets requested/sent, more bandwidth needed. 7) One computer per 100 people on earth. Do you think there is a chance that this ratio may go up :~) Multiply all of the above multipliers by this multiplier. Can the transactional processes of the web ever be made too fast for business? Will we be there two years from now ? Am I selling my LU stock based on Mr. Bruneau's assesment? No. jww

To: puborectalis who wrote (8553)	7/12/1999 4:29:00 AM
From: EepOpp	Read Replies (1) \| Respond to of 21876

until i can watch a movie in of my own choosing (not the 2 or 3 three that are usually available through pay-per-view), i seriously doubt that we'll have enough bandwidth. i'm waiting for the day when i can watch any movie ever made in real-time at the time i want it, not when the cable company decide to show it.