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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Tradelite who wrote (10565)	8/8/1999 4:55:00 PM
From: Rande Is	Read Replies (2) \| Respond to of 57584

Thanks for sharing that article, Tradelite. . . . Of course many financial articles written in August are aimed at causing fear. The word "threat" and "contingency" are terrific words for instilling fear into those that are sold on fibre optics as being a necessary ingredient to the success of the Next Generation Internet. Please don't ask "why" the media risks its credibility to write slanted articles. . . I don't know why. . and doubt I will ever understand why. But, I have to laugh when I see such articles. . . as though savvy investors can't see through their bias. That article poses the question, "what if there isn't enough demand for all that bandwidth?" But if you consider that full-motion video requires bandwidth in the several Megabytes per second range per connected user, one can instantly see that a million such users would make for an unfathomable amount of bandwidth. And there is direct coorelation between audio/video quality and bandwidth. So as content developers race to provide product, demand for more bandwidth will likewise grow at an alarming rate. . . .not to mention the demand by the millions of new customers using those set-top boxes A.T. and T. is starting to deliver through their cable companies. If there is a glut, my guess is that it will be in xDSL. . .since every Baby Bell will offer it in limited areas, plus large telecom companies, as well as dedicated 'last mile' companies will all be after those same business customers. And don't forget the COST of implementing DSL lines. . .requiring expensive upgrades to existing switching nodes. . .routers and dedicated modems . . . we could see some of these smaller last mile start ups losing out to the regional phone companies that undercut the pricing by bundling the communications package, in order not to allow competition within their market. If any companies are quick to go out of business, I would predict it would be those dedicated strictly to xDSL services. I guess IBD didn't think that an opposing point of view was important for their article. . . .NOTE: For the record. . . this is the only reason that I don't read financial publications faithfully. Rande Is