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Strategies & Market Trends : ahhaha's ahs -- Ignore unavailable to you. Want to Upgrade?


To: deeno who wrote (4771)7/11/2002 9:26:06 PM
From: ahhahaRespond to of 24758
 
It sounds as if your saying that we have already reached saturation

"saturation" is sufficiently vague that this assertion can't be made.

and the future either will bring us higher rates (lowering usage) or more infrastructure capex buys to increase capacity.

It isn't exclusively either or. Att is currently just sitting on the situation, hoping that its subscribers will grin and bear it. Since its subscribers don't have much choice, or the choice is difficult to implement, the subs just live with worsening service.

IF this saturation supposition is so then what are you using as growth rates for increased traffic?

Everyone's claim who is in the biz.

last years extrapolation? current actual increases? BTW where do you get this info? im always impressed.

Why quibble with common knowledge?

Also are you speaking from a company personal, regional, Domestic or Global perspective?

From a user's standpoint as was stated already.

I'm taking this out of context, but I want to make sure that the above comments about capacity are not just cable oriented. You were talking about ALL forms of traffic werent you.

Of course. The 'bone isn't particularly interested in the LM.

So the long winded question is with rapidly changing technology could any of this huge capacity be used to offload some signficant load that would make capex spending less acute then you have indicated?

We all wish. We don't care how they distribute.

Satellite problems can't be realistically overcome and advances in wire technology are advancing faster to bring down the bit cost faster than is possible with satellite improvement. Satellites have their niche that will last maybe 5 - 10 more years, and then it's buggy whip time.