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

To: ahhaha who wrote (4789)	7/14/2002 6:19:46 PM
From: deeno	Read Replies (1) \| Respond to of 24758

"Maybe you can get Morgan Stanley's team of telcom experts to explain why running a dslreports.com speed test to various servers across the country yields latency as a function of distance." I could try, but im not to hopful. If I could get that answer would it be helpful? I probably would only get one shot at it. would there be a better question more universal question that he might understand that would be helpful or at least validate his view (or blow it apart). It was soley a coincedence that I even posted the article. It was something that was being discussed and I was curious how universal the feeling was. Sounds like it was very universal, not everyone agrees with the premace, but thats what make a horse race. I was kinda looking to see if some of the stocks had already factored in thid thinking. It was really not an attack justanother view I ran across, sorry. "Maybe it is better to uplink the spectrum to satellite and then downlink given all these hops. If so, I'd say we have more of a 'bone issue than was previously assumed, because all the switches in the world can't make all those hops and their processing millisecond delays go away. " Theres something here I think, but I dont really understand what your saying. Could you clarify? Ifs its to elementary for the thead then ill drop it. "Until now the structure could handle the circuit switched setup, but cable BB is suddenly and quietly taking off. People's prejudices against it which was well-orchestrated by circuit switch legacy equipment preferring non-competitive RBOCs is now fast disappearing. The people are dumping DSL for cable. With BB ramping you have an exponential demand for bandwidth whose supply requirement must be distributed across the entire nation.." But if its taking off they will need more infrastructure ( which I think had been your point for awhile) Based on all of the cables current financial structure and current displeasure from the investing public, where are they going to come up with the money to pay for this "taking off" "The people are dumping DSL for cable" I would if I could, but its not here and based on the speed around here, we will be using microwave from our space station around Mars before I see it. DSL is still better then dial up. " they had better start re-doing the major trunk model because metro ain't going anywhere with the hop situation as it is." who is "they" in this case? "At least a hierarchical model which employs unencumbered long distance 'bones is needed. Another modelling possibility is to employ an optic mesh model as conceived by SCMR." Are these mutally exclusive or can be done concurrently? How much money do you think it would cost to the closest 10 billion dollars?