On: Metcalfe to Unveil 'New Ethernet'

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I see no information on the basis of his prediction. Does anyone know if he gave any reasons for a supposed collapse, or if it was mere conjecture?

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http://web.archive.org/web/19991023010820/http://www.infowor...

This was around the time Internet traffic doubled in 100 days, a rate that outstripped any possible capacity buildout. Fortunately for the Internet, that rate of demand growth did not continue. http://firstmonday.org/htbin/cgiwrap/bin/ojs/index.php/fm/ar...