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Technology Stocks : Frank Coluccio Technology Forum - ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (1259)	3/7/2000 12:46:00 AM
From: George Dawson	Read Replies (1) \| Respond to of 1782

"When we first began discussing bandwidth commodities, they were not likened to pork bellies, exactly." Frank, This idea of bandwidth commodities is a fascinating one. It seems to me there is a significant infrastructure and numerous competitors sharing a lot of it. I think there will also be early and intensive political pressure to assure that part of it is free or very low cost. Yes, I think you will eventually hear the argument: "Is bandwidth a right or a privilege?" With the predictable political maneuvering. Does anyone know if there is a point where bandwidth requirements theoretically peak or at least plateau? It seems to me that if you have a fairly good handle on the current infrastructure you can do some interesting arithmetic. Shaky assumptions would be a given, but it might be worth it, especially if you think about trading bandwidth futures. George