[674] in Commercialization & Privatization of the Internet
Re: Size of the NREN Market
daemon@ATHENA.MIT.EDU (Stephen Wolff)
Thu May 9 09:03:20 1991
To: ari@Mordor.Stanford.EDU (Ari Ollikainen)
Cc: com-priv@psi.com
Date: Thu, 09 May 91 08:06:40 EDT
From: Stephen Wolff <steve@cise.nsf.gov>
> If the size of the "market" for NREN is on the order of a million
> users then I can't see why this isn't enough of a motivator for
> the commercial carriers to rush out and capture the potential
> gross revenue stream of ~$400 million/year or are they thinking
> it looks better if they could make it into a Billion dollar a year
> business?
I think the (near-term) market is one to one-and-a-half orders of magnitude
larger. When it's become one with the NDN, two-and-a-half (domestic).
The commercial carriers are after all creeping up the protocol stack, are
they not? From raw bitpipes they've graduated (well, nearly) to SMDS and
FR; can layer three be too far in the future?
-s
