…sort-of.
It’s on WALLSTRIP today, the explanation of the problem at least.
GOOD NEWS The problem has been solved! BAD NEWS is, Julie’s right that Bandwidth is finite. But who prospers when demand outstrips supply, I mean, beyond the obvious? I mean who wins? I’ll tell you, the guys selling the technology to make it seem less finite. Sandvine is that company. I hate being early. Stock chart gives me nightmares. But, the only reason I’m early is because Sandvine is in my backyard, I had an interview with them, a year ago…and they are hiring like mad and buying back stock NOW.
Did you see her offering $300M to the guy who can solve the problem? Well, the value is higher than that, much, 
But the solution is being offered by a $139M company. Quick math - uuughhh.
Not sure about the 95% vs 5% figure, it’s probably right. But she’s completely wrong about us catching up to the P2P group in usage anytime soon, like she hypothesizes. Our usage is growing, but so is theirs, Eg. Blu-Ray. But, that’s okay Julie, still love wallstrip!
Sandvine (AND CISCO) has said, last January, customers will push back purchasing technology for this solution, ‘because of the economy’. So Sandvine’s last 3 quarters have come up short, and revenue stopped going hyperbolic. But, my guess is, they understand their customers’ delaying the orders - and are going to surge when all the customers jump on it.
I went to a shareholder meeting in may, let me tell you, all systems are a GO baby!
Sincerly,
The bag holder
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