Trans-oceanic capabilities will remain a bottleneck, but they are not as problematic as in the previous decade. Witness Tyco or any of the other folk that have cable-laying capability. Last year they had waiting lines for boats. Now the boats are idle. Too much capacity in water and no-one taking it up. (see first point above)
Transatlantic bandwidth is becoming surprisingly cheap. It's now 50% cheaper to get from New York to London than it is to get from New York to San Jose.
Simon
Yup. However, have you priced an STM1 from Sydney to Tokyo vs STM1 from Sydney to US and Tokyo to US? The two STM1s are about 75% of the cost of the direct STM1. Please repeat the exercise between Rome and Stockholm vs Rome/US & Stockholm/US. --bill