P2P file sharing still dominates bandwidth usage in North America, consuming 75% of the upload stream and 35.6% of the download stream. According to this short study/report on Trends in Broadband Traffic Demographics.
This study is done by a company, I own shares in, Sandvine. They are basically trying to help ISPs, prioritize packets and handle traffic on their networks, in the face of difficult bandwidth trends (Online video/media, P2P file sharing, etc.) The company’s revenue has been explosive quarter over quarter, with a stall in last two quarters. The stock chart is ugly, but I think it will be a great 10 year story. After buying this stock over a year ago, I went to my first annual share holder meeting, in May. I left the meeting more than doubling up my position.
They announce earnings early Tuesday A.M.
Long Sandvine.
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