9 thoughts on “Are Bandwidth Mergers Enough?”

  1. Good analysis. I always wondered how that market was shaking up with all the new build-out. Thanks Om.

    Good question by Jacob on the last mile.

  2. The real issue is missing last-mile diversity. As long as a broad band connection is as expensive and as slow as it is now, there will be no traffic to feed this backbone. Right now, it doesn’t look like the US will ever catch up to more modern countries like China and Korea.

  3. Jacob, Ed Whitacre is not so much generically crazy as meglomaniacal. The Internet is the worst possible thing he can imagine, because it involves cooperation for the common good. Ed wants control and restriction, with his company being the gatekeeper. His concern is about squeezing the maximum profit from things he can envision and control, not facilitating new services and having to live with ancilary revenue.

  4. Re: Bandwidth Mergers

    There may be another way to look at this. Google’s dark fibre
    acquisition gives a hint.

    Specifically, I see some separate networks, some physically separate
    like Google, some technically separate by being encapsulated in the
    current nets (note plural).

    Your comment about the deficiencies of Internet 1.0 are dead on, but
    certainly not the fault of the originators in 1968 and 197x. Our use is
    outgrowing the design of the original net, with somewhat predictable
    results. QoS, priorities, filtering, etc. are all adaptive attempts to
    remedy these limitations.

    The high speed Internet2 used by science and government is slightly
    different than 1.0, but more specifically, limited in who connects for
    what currently. It will probably remain that way.

    What will be the result? We will eventually realize that not only does
    one size not fit all, it *cannot* fit all. We are in the process of
    building multiple nets that will interconnect at well defined points,
    not everywhere, with well defined protocols and limits. It must be that
    way to serve the separate interests.

    Yet it will not result in Balkanization, but speciation. Nets will be
    optimized for classes of traffic and classes of applications. They will
    be invisible but there if you need them, efficient for specific

    Overall, a network of nets will be more robust and more efficient than
    one master net that has to either warp itself or warp traffic to work.
    One net cannot work well with all these new demands, therefore we are
    seeing sprouts, seedlings of a new growth that will deliver the MultiNet

    Bill Nicholls

  5. What about this blimp technology I’ve heard about is there really going to be old style airships delivering serious banwith to rule areas like mine in upstate new York and if so how long do you think it will take ?

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