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Technology Stocks : Silkroad

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To: Frank A. Coluccio who wrote (136)12/6/1998 6:04:00 PM
From: Frank A. Coluccio   of 626
 
Thread,

As we await further news of SR's field trials and partnerships, several facts are beginning to emerge about the viability of HFC architectures as they are now designed, and the load that the core of the Internet itself is being asked to carry.

Most notably, there are a number of stories beginning to circulate about the capacity limitations that exist in the last mile networks of some cable companies. And there is renewed cause for concern about the internals of the 'net that may be compromised by emerging forms of multimedia applications.

I've stated my views on these phenomena in the past, and did so again yesterday, when I had a little bit too much niacin and caffeine, perhaps, in my bloodstream. Nonetheless, I posted those views at:

Message 6705324

If I'm to believe what I myself wrote, then I suppose I should have some answers to the points that I was critical about. But I don't.

Only to suggest that there needs to be a dramatic shift in thinking with regard to distribution network and last mile media (namely the deployment of fiber optics to end user locations), and an improved means of differentiating and administering discrete information streams, in general.

I don't have the answers to this one, at least not in a communicable sense. How about You? Anyone here care to take a stab at what the next step in the evolution of massively large-scale communications systems is going to be at the physical medium level, and the next layers up in the stack? Does DWDM play a lasting role here as the exlusive remedy? What will an SR approach, or even one based on CDMA, say, offer that DWDM can't, if anything?

In other words, what will come along next that will be so materially different from what the Internet represents today, that it may begin to take its place? Anyone?

Don't be shy... this thread is founded in an exploratory theme. Which means that we'll have to stumble a few times before we can get it right.
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