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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Dennis O'Bell who wrote (69429)	2/17/2001 9:15:25 PM
From: A.L. Reagan	Read Replies (1) \| Respond to of 99985

The biggest consumption of bandwidth will clearly be entertainment industry related - streaming video, audio, multimedia, etc What do you make of INTC's decision this week to shut down its streaming media distribution business and take a $200 million write-off? My take isn't that Akamai is that awesome of a competitor, but that INTC made a decision that the market in the foreseeable future could only support a very limited number of providers. I think we're in agreement here, just adding more fuel to the "bandwidth glut" fire. I don't quite agree with your take on the consumer anti-bandwidth cartel. AOL? Hollywood? MSFT? Murdock? These are some of the proponents, but I agree they will want various special purpose, tightly controlled, etc. software overriding content delivery to protect their massive investments made and being made.