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Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: RetiredNow who wrote (6755)	9/9/2000 11:52:10 AM
From: Z268	Read Replies (1) \| Respond to of 14638

<I mean only 1% of all households have Internet access.> Mindmeld, Hi, I trust you mean Hi-speed Internet Access. Average forecast is for 2M xDSL and 2.5M Cable Modem residential lines by end of this year, although DSL deployment is lagging behind (SBC's target is 1M lines by end of year). However, the ramp-up is on in earnest, and average forecasts call for 20% DSL and 20% Cable Modem penetration by 2004. That equates to roughly 44M high speed lines in total, equal to today's dial-up users. Since the average hi-speed user can potentially generate up to 30X the traffic of a dial-up user, my belief is that the Internet will be VERY different in 4 years' time. This is only in the US, the ROW accounts for at least as much again. In a couple of years' time we'll all be talking about FTTC, FTTB, and FTTH as the next bandwidth frontier. This subject is warming up fast even as we speak. It is truly the tip of the iceberg.... rgds, Steve