The dotcom bust witnessed the collapse of many ISPs who had invested millions on building their bandwidth infrastructure. With Youtube in the limelight and video, gaming, podcasting becoming increasingly popular, ISPs need to take a call on whether they beef up their infrastructure or just wait on a little longer to see if it's just a bubble waiting to burst. Video sites like Youtube dont really have a sustainable business model at this point of time, but are banking on the sheer weight of their consumer base and popularity.
Read more on this subject on ciol. http://www.ciol.com/content/news/2006/106102304.asp
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