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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: X Y Zebra who wrote (8070)	10/19/2002 1:50:29 AM
From: Jorj X Mckie	Respond to of 57110

Absolutely agree. I love when people talk about the great market opportunities in China and India. 2.4B people between them. Heck, if I can sell one cell phone too each one of them, I'll be RICH!!! However, at best, 1/3 of the people in China even have electricity. Funny story, I may have told it before. China has been doing a telecom infrastructure buildout for the past 2-3 years. Top of the line stuff too. And since it is a communist country, everyone has to get the same thing. So, the more modern provinces put in internet POPs (points of presence) and therefore all provinces had to get the same thing. So every province has internet POPs out to the most remote locations. They've got big ole nasty routers, switches and servers, complete redundant power....only hitch is that in a lot of these provinces, the people don't have electricity, they don't have phones, they are freakin agrarian subsistance survivors. Hell, give em indoor plumbing and them maybe we can talk about broadband internet access. However, I do think that the demographics in the U.S. and other modern nations will change dramatically in the next 10 years or so. Not everyone has the internet. Demographically speaking, the older generations are just not going to be as interested as my sixteen year old nephew. Eventually the number of homes that have broadband internet access will likely near 100%. So there are still opportunities for growth even here in the good ole USA