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 : Oclaro, Inc. (Avanex-Bookham) -- Ignore unavailable to you. Want to Upgrade?

To: k_maxwell who wrote (1093)	11/22/2000 12:48:53 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 2293

k_maxwell, Regardless of whose "law" it is, I agree that the RHK estimate is low. See my opening remarks here: Message 14861281 Internet traffic is not doubling every 100 days, incidentally. Let me put it this way, I don't know what that means. Although, in some sectors backbone bandwidth deployment might be, in support of enterprise VPNs and mixed-usage content distribution. I don't know the actual amount of Internet traffic increase that takes place in 100 days. But with the proliferation of Akamai, Digital Island and other caching and accelerator schemes (including Mirror Image), overall backbone usage should not necessarily start to level off, but its rate of increase may not be as rappid as it has been, according to some. Another school says that long haul, multi-hop Internet fetches (mostly WWW surfer activity) should be on the decline before long, supplanted by increases in regional- and metro-based caching, taking over the role of CDN for many content providers. And then there is the school that says that there is going to be so much bandwidth available that we don't need to resort to any such gimickery, and that individualized beams could be cut through at will from any end point to any end point. And finally, we have those who say that "rays of light" are the only way to go, while at the same time endorsing certain caching plays. And in the latter case we see the AVNX model facing off with a Mirror Image. Just some thoughts, as I try to click myself to ZZzzzzz... FAC

To: k_maxwell who wrote (1093)	11/22/2000 7:10:12 AM
From: Shaw	Respond to of 2293

K maxwell, good luck with your recent purchases, we should remind people with little investing experience, to be carefull in here because the waters are really rough. Even experienced people are feeling their way along in here. That being said, I only see the demand for bandwith increasing, as we get more, we will want more, because of the expanding uses, like muti media, for consumers. As the availibity of truely broad band capacity comes on line, the usage of the internet will increase. Right now we are still in the primative stages of the developement of this system.