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Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?

To: gbh who wrote (1390)	5/4/2001 9:20:08 PM
From: OWN STOCK	Read Replies (1) \| Respond to of 3294

Notes from "Crash Course" given at Fairmont in San Jose. Speakers included Clayton Christensen (Innovators Dilemma, Disruptive Technologies, etal), Geoffrey Moore (Tornado, Chasm, Faultline), Peter Drucker (like he needs an intro), Guy Kawasaki (Apple, Garage.com), Les Vadasz (Intel Capital) among others. Event was sponsored by Businessweek among others, and was aimed mostly at SilliValley CEOs. Notably under-attended by SilliValley CEOs (except those speaking)...well attended by Stanford business professors and a smattering of MBA students. Assume the lack of attendance by CEOs was due to their attendance at the H&Q conference... Anyway, of relevance to this board was an interesting tidbit passed out by Adventis: At its peak, Napster users alone consumed 4% of the entire fiber optic backbone bandwidth. That's one application; audio file sharing at that. If one application and a few early adopters with DSL can do that, IMO there is no bandwidth glut. More like gaping chasm. IMHO, we are poised on the edge of a super-tornado, the likes of which the world has never seen. To predict the future, which we all have to do to invest, you have to have a theory. My theory is bandwidth needs are about to explode off the scale. Sometimes you get good hints, and in a few rare cases, you recognize them....like the one above. -Own