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Technology Stocks : (LVLT) - Level 3 Communications -- Ignore unavailable to you. Want to Upgrade?

To: SecularBull who wrote (1832)	4/13/1999 11:37:00 AM
From: Kevin G. O'Neill	Respond to of 3873

>>Could you apply Moore's Law (or similar) to the increasing needs for bandwidth in the future?<< Are you sure you don't mean to apply Moore's law to the stock price? ; >

To: SecularBull who wrote (1832)	4/13/1999 11:42:00 AM
From: Rich	Respond to of 3873

In some of the articles I have read, he actually does refer to Moore's Law with processers as the same thing bandwidth will go thru... In fact, on the L3 site, their NY conference talks about silicon economics and the increase in bandwidth at decreasing costs... I hated economics but it is my friend right now as L3 price increases!

To: SecularBull who wrote (1832)	4/13/1999 11:54:00 AM
From: VIXandMore	Read Replies (1) \| Respond to of 3873

Actually, Gilder and others have been talking for some time about bandwidth enhancements moving faster than Moore's law. See, for instance: homepage.seas.upenn.edu

To: SecularBull who wrote (1832)	4/13/1999 10:32:00 PM
From: Doug (Htfd,CT)	Read Replies (1) \| Respond to of 3873

"The law of the telecosm ordains that the total bandwidth of communications systems will triple every year for the next 25 years. As communicators move up-spectrum, they can use bandwidth as a substitute for power, memory, and switching. This results in far cheaper and more efficient systems. In 1996, the new fiber paradigm emerged in full force. Parallel communications in all-optical networks became the dominant source of new bandwidth in telecom. Like Moore's law, the law of the telecosm will reshape the entire world of information technology. It defines the direction of technological advance, the vectors of growth, the sweet spots for finance." -- George Gilder, "Fiber Keeps Its Promise" The above is merely one paragraph from the Gilder piece, as quoted almost two years ago in the Ciena thread right here in SI (see siliconinvestor.com For a full archive of Gilder's writings on the Telecosm and the economics and future of "dark fiber" (LVLT's stock in trade) see the Gilder archives at forbes.com Doug (long LVLT & QWST)