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IP: a perfect example of fuzzy internet-think that got us into this mess...
From: David Farber <dave () farber net>
Date: Tue, 16 Oct 2001 12:24:58 -0400
Date: Tue, 16 Oct 2001 09:04:22 -0700 To: David Farber <dave () farber net> From: "Joseph C. Pistritto" <jcp () jcphome com> Subject: a perfect example of fuzzy internet-think that got us into this mess... I just got this off an article on ZDNET:"The opportunity looked quite significant," remembers Mike Unger, former president of Nortel's optical networks business and currently a consultant who sits on the boards of several startups. "The Internet was doubling every hundred days. People were able to start up companies to meet the growing demand for bandwidth. It was easy to extrapolate from that growth and believe the opportunity would continue for a number of years, so everybody continued to make investments."The internet was *NEVER* doubling every 100 days. What's more broadband equipment installs, which this article talks about were limited by physical plant issues and even though they're down this year, were only every about twice what they are right now. They only reason they every doubled quickly was due to an extremely small base several years ago. For the last couple of years, equipment growth has been pretty steady till this year. The over-investment phenomenon is more about too many people trying to jump on the ship and capsizing it than about the opportunity going away.the whole article is at: http://dailynews.yahoo.com/h/zd/20011016/tc/what_ever_happened_to_broadband__1.html Joseph C. Pistritto Cell: 650 464 4859 jcp () jcphome com Web: www.jcphome.com
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- IP: a perfect example of fuzzy internet-think that got us into this mess... David Farber (Oct 16)