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Stocks T / TyCom, Ltd.

URL:  https://boards.fool.com/as-a-new-memeber-of-the-tcm-board-i-would-like-to-14741245.aspx

Subject:  Re: $7 per share!? I don't think so. Date:  4/10/2001  4:48 PM
Author:  adder4411 Number:  83 of 136

As a new memeber of the TCM board, I would like to say that I think this "uhmuhnum" person doesn't understand the fundamental principals of the telecom business. Data transmission needs WILL grow exponentially for many years to come as the "clicks and bricks" strategy unfolds in a way that requires every business in every industry to roll out second generation ERP(enterprise resource planning)/KM (Knowledge management) systems that interconnect them with their partners/customers, etc. from around the world. Not only will text and pics be sent, but video as well. Video and enhanced "rich-media" require tons more pipe than text.

All this data needs to be transmittable some way. So how do you get data hyper fast across the world?? With the satelite tech not providing the cost effective solution (yet???), undersea cable is the only real answer.

There is one truth. Data transmission requirements are going to grow exponentially and it needs to be sent across continents. TCM business model can only fail if a technology emerges that differs in a way that makes undersea fiber obsolete (possibly data lasers - bench testing only).
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