NNSquad - Network Neutrality Squad
[ NNSquad ] Is telecom infrastructure peaking?
----- Forwarded message from Dave Farber <dave@farber.net> ----- Date: Wed, 20 Jan 2010 11:42:50 -0500 From: Dave Farber <dave@farber.net> Subject: [IP] Is telecom infrastructure peaking? Reply-To: dave@farber.net To: ip <ip@v2.listbox.com> Begin forwarded message: > From: dewayne@warpspeed.com (Dewayne Hendricks) > Date: January 20, 2010 9:59:43 AM EST > To: Dewayne-Net Technology List <xyzzy@warpspeed.com> > Subject: [Dewayne-Net] Is telecom infrastructure peaking? > > Is telecom infrastructure peaking? > > [Commentary] In Washington, things may finally be starting to happen > that will affect the creation of advanced information infrastructure. > This follows a year of mostly words, minor symbolic actions, and > procedural walkabouts. A paltry one per cent of the federal economic > stimulus money had been allocated to broadband communications. Of this, > a year later, the first small grants are now trickling out, just as the > economic crisis has hopefully turned the corner. But a second concrete > activity is approaching -- a plan by the Federal Communications > Commission on how to fill in the white spots on the geographic and > social maps of broadband penetration. > > We should keep in mind that each new infrastructure industry goes > through a cycle -- early experimentation, accelerating growth, a > flattening out, and eventual decline. All American infrastructure > industries had their day in the sun, followed by a pronounced decline in > investment. Soon, it will be the turn of communications infrastructure > investments to slow, mature, and even decline. > > For infrastructure technology companies this is not a positive outlook > but a wakeup call. They had hoped for an ongoing growth scenario, not > declining investment levels by their best customers. Their business > model will have to move to the edge of the network, to users and > applications providers, and to less mature markets. But it is positive > news for network providers because their need to invest declines, which > improves their bottom line and lowers consumer prices in the long run. > > <http://www.ft.com/cms/s/0/00353664-0540-11df-a85e-00144feabdc0.html> > > Courtesy of the Benton Foundation <http://www.benton.org>RSS Feed: > <http://www.warpspeed.com/wordpress> ------------------------------------------- Archives: https://www.listbox.com/member/archive/247/=now RSS Feed: https://www.listbox.com/member/archive/rss/247/ Powered by Listbox: http://www.listbox.com ----- End forwarded message -----