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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: Frank A. Coluccio who wrote (5008)	8/18/1999 10:44:00 AM
From: Scott C. Lemon	of 12823

Hello Frank, > Thanks for some more clarification on this fascinating area. It's > becoming much clearer to me with each post. I agree that this is a facinating area! > On a related matter, I was wondering if you have had an opportunity > to look at what Enron is doing in the m-m space, i.e., providing an > optical layer backbone for streaming video, audio, etc. targeting > Real Networks and other near real time (and stored) content > providers. If so, have you had an opportunity to assess the nature > of their streaming and m-m caching techniques, and where they fit > into these considerations? Curious. Actually ... I was recently at a ZD BroadBand Conference held in New York City (Chelsea Piers?) a month or so ago. There were a number of companies that have started talking about the same things. Enron and a company called Fantastic (http://www.fantastic.net) both presented on a panel about their networks. Enron indicated that they were developing a backbone network which would provide peering at numerous POPs, no doubt running the fibre along the gas line right-of-ways. They talked about their partners and infrastructure they were creating ... and they indicated that they were not interested in competing with the web site-to-consumer relationship. They are simply becoming an optimized conduit. They also seemed to be oriented towards the "video backhaul" markets ... the Real stuff seemed to be their venture into the Intenet streaming market. No mention of caching, but the relationship with Real could mean that they are going to implement the Real servers and splitters. (However, this does create a potential conflict - Real has partnered heavily with SandPiper who is partially owned by Inktomi. Inktomi is pushing to provide RealMedia caching ... SandPiper is pushing to create an optimized network like Enron.) As for Fantastic is was a different story. Their presentation indicated right away that they were implementing caching and "pre-loading" of servers distributed throughout their network. They didn't have as much to say about their network architecture however ... Scott C. Lemon

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