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To: Glenn D. Rudolph who wrote (123811)4/18/2001 7:52:52 PM
From: schrodingers_cat  Read Replies (1) | Respond to of 164684
 
>This is no joke. I wasn't joking, debt levels and financing risk are going to be a big concern for lots of telecom companies and their shareholders. :((

The trouble with broadband is that it is quite expensive and seems to lack a really compelling killer app. At one time I thought it would take off once it reached about 10% of internet households but now I am not so sure. Moore's law should bring the cost down over time, and the Bells will hopefully get better at installing it.

Unless some really popular new app is developed that only works over broadband then I think it may not become widespread until the cost comes down.



To: Glenn D. Rudolph who wrote (123811)4/19/2001 11:45:03 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 164684
 
glenn, problem is broadband users don't buy akam's stuff. the content providers do. so reality doesn't matter. rather, the cost benefit as perceived by the content providers matters.

really, the choice is more hardware or akam's software.

we are in an environment where hardware is cheap and, for the most part, unwanted.



To: Glenn D. Rudolph who wrote (123811)4/19/2001 4:10:04 PM
From: H James Morris  Read Replies (3) | Respond to of 164684
 
>You think two more years before broadband becomes really wide spread, one year, five years??
Glenn, ask Laura if she needs more broadband, then tell us what her answer is.