We demonstrate an understanding of technology. Carriers are not taking a step back with technology when they go with Sycamore. In addition, you have to be able to market it, sell it and manufacture it. A lot of companies can't pull all that together. If you go back seven years, the venture money that went into the early stages of a company was a lot less.
Companies are now able to move a lot quicker in putting resources into place.
Everything is moving faster in that regard. Some folks are still predicting a bandwidth glut. I haven't heard that issue raised in over a year. We don't even know the types of applications that will drive demand. These Web sites' applications will just become much more agile.