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Strategies & Market Trends : Mu Gamma Lambda -- Ignore unavailable to you. Want to Upgrade?

To: MulhollandDrive who wrote (3521)	8/7/2001 12:08:53 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 10077

Ah, I see, that wasn't just a rhetorical question. I have two friends who have been up on Sand Hill Rd. talking to the venture guys and this is definitely what is getting the money right now. (one guy was looking for venture money, the other guy was interviewing for an executive position in a venture funded company focused on last mile stuff). To answer your question....at least what I believe is the answer, I think it is best to ask questions: 1. Do you think that bandwidth requirements to the home is going to go down in the future? 2. Do you believe that bandwidth requirements to the home will stay the same in the future? 3. Do you believe that the usage profile/demographics of the home user will change every year? 4. If so, will the "average" home internet user be using more bandwidth or less than the average home internet user today? 5. Will more people or fewer people work from home in the future? Will they need seamless network access to their employer's network? 6. Can the current last mile infrastructure support the future needs for network access? 7. Globally, What is the approximate number of businesses and residences who have bandwidth limitations because of the current last mile infrastructure? The answers that I come up with for these questions lead me to believe that the opportunity in the last mile is huge. The first wave will be to smaller businesses in the metro areas and multi-tenant dwellings, but will be followed by a residential buildout. It is important to remember that venture capitalists are willing to wait a little while for their opportunities to gestate. And they also expect a relatively high failure rate.