Rodent Regatta

I was asleep at the switch when this essay first appeared. However, it’s excellent.

100Mbps as a normal part of people’s lives drives a wave of changes far more profound than ’windows update.’ At 100Mbps an 8GB (8×10E9 bytes) movie downloads in less than 11 minutes. Video conferences replace phone calls and trips. Real time collaboration takes on new forms.

If you figure that the top 12 to 15 long haul carriers of data and telecom traffic are in the process of consolidating into a set of about 4 to 6 players, the telecom company of tomorrow is likely to remain a very, very large company. Who will the players be? That’s the $64 billion question!