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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (18773)	1/8/2007 12:20:42 AM
From: elmatador	Respond to of 46821

The raise of computerless Internet: desktop computing is finally going mobile, and the shift can be seen in the explosive growth of wireless data for cellular carriers nytimes.com With China providing dirty cheap devices, Africans and Asians, who never heard a dilaing tone, could, massively communicate thanks to cheap cellphones and widespread communications networks. With the advent of the computerless Internet, it is time for them to use the internet without the need to buy a PC.

To: Frank A. Coluccio who wrote (18773)	1/8/2007 8:48:07 PM
From: Rob S.	Read Replies (4) \| Respond to of 46821

Among the most dramatic uses of wired and wireless Internet is 'personal viral video' portion of 'personal viral broadband'. Much of the content on YouTube is low quality, low resolution but it and similar services are growing at such a rapid pace that they are having an impact on overall Internet and wireless traffic. YouTube says that they are seeing a doubling in traffic every 3-4 months with the current rate up to adding 10-15 Gbps capacity. They envision the need for terabit traffic capacity that requires several OC3-OC24 class fiber optic lines at distributed server banks. And that is still not talking about making a shift to high resolution formats. "If you build it, they will come" certainly seems to apply. If users could view or stream and download higher resolution videos, the current usage patterns say that they will do so. The visibility of trends for wireless broadband is not as clear because there are still few examples... but that is rapidly changing. DoCoMo recently announced that they are going ahead with deployment of HSDPA enhancements to their 3.5G network and gave as one of the compelling reasons that users were participating in viral video, picture and file sharing. Viral video sharing has become very popular among young people in Japan and other developed markets in Asia. And reports of clogged wireless networks due to sharing of images during the new years celebrations show that U.S. and Europeans will likely follow. The U.S. still lags Korea, Japan, Taiwan, Singapore and other advanced deployments and market developments. This is just the tip of the iceberg: almost every Internet related, gaming, media, equipment and service provider company is developing for video service. This includes viral broadband capabilities that are being woven into offerings from old stogies like Microsoft and many new startups and many gaming and Internet service companies. A flood of these services are developing and soon will be rushing to market. If only the networks could deliver the experience. This is putting pressure on Internet backbone-back-haul and wireless infrastructure. And it is not what MediaFlo and other multi-cast or unicast services are designed to deliver. Broadcast and centrally served on-demand type IPTV will also see rapid growth but that demand can be viewed differently because it is not as disruptive of how networks are currently built.