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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: justone who wrote (9273)	11/27/2000 4:59:51 AM
From: MikeM54321	Respond to of 12823

Re: Too Much Bandwidth blah, blah, blah... RHK Sees Explosive Growth in Bandwidth Demand justone and Thread- Say what? Explosive growth? I thought it was the end of the world and we had a GLUT of bandwidth that drove all the equipment players into the dirt<vbg>....well I guess the financial press and Wall Street professionals have pounded the optical lights out of the equipment players so maybe it's time to pick them up again. Nothing seems to change. Just wish I had timed this latest debacle better. A lot of what we generally discuss on the LMT is below. My comments in [brackets]. -MikeM(From Florida) ____________________________ RHK Sees Explosive Growth in Bandwidth Demand 11/21/2000 A new Internet study prepared by telecom analysts RHK for Nortel Networks indicates that the demand for bandwidth from global networks could soar 300-fold in the next 8 to 10 years... The boom in bandwidth demand will be driven by increased levels of high-speed Internet access to the home and business, dramatically growing Internet take-up rates outside of North America, and new disruptive technologies and applications that will take advantage of fast and cheap[witness Jochen's figures about access costs in Germany] access to the network, the study says... The RHK analysis, entitled "Internet Traffic and Use: Surging Not Slowing," points to the rapid growth in high-speed Internet access to the home- both DSL and cable-as a key driver for surging bandwidth demand. Some 400,000 North American households per month are adopting high-speed access, the study says[As if we didn't know this on the LMT]... RHK estimates that by July 2001 there will be some 800 million Internet users worldwide -- up from 380 million today. Asian growth is phenomenal: China alone is adding around 2 million Internet subscribers a month, while Korea has 2 million high-speed households already hooked up. "Trans-pacific capacity is consumed as fast as it is installed or made available," says RHK[Cisco has always said this]... The RHK study argues that Internet use is likely to grow well beyond most forecasts because the widespread availability of fast, nearly-free Internet access will lead to a change in behavior as people modify their social[can you say easyEverything cafes], business, and entertainment lives to enjoy new services and applications that will be enabled by a fast, free Internet... fiberopticsonline.com{D729C580-BF95-11D4-8C7F-009027DE0829}&Bucket=Market+Trends