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Technology Stocks : Exodus Communications, Inc. (EXDS)

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To: Boplicity who wrote (1305)9/29/1999 6:26:00 AM
From: Frank A. Coluccio  Read Replies (1) of 3664
 
OT - More Islands of Connectivity?

Greg, thanks for the analogies and follow through. The Cellular model that the Europeans excelled in is almost antithetical to that of the Internet, although with some luck and persistence by some operators IP will be able to penetrate the walls of GSM, somehow, in the future. Nevertheless, your point is well taken.

The other French undertaking you might have compared to, which might be more in line with how a "standardized" intc model might look, however, is one that looks like the original terminal based service that the French created for the masses during the early Eighties: Minitel. Although, this one would be at an enterprise level, when they get all their obliging Citigroups and whomevers lined up for the service.

To be clear, these are only musings of mine right now. My point is not to criticize INTC or ISLD or INAP. It has more to do with musing over how the Internet model is being compromised in some ways by those who would go to great measures to bypass it, while seeking the rewards afforded by its fundamental precepts.

I believe that there is a movement taking place right now that is neither modeled entirely after private line nor VPN constructs in their classic definitions, very quietly and however subtly. This movement seeks to create isolated proprietary frameworks which will, over time, impose limitations (as well as benefits) that will work against a single model approach to inter-networking. We see it in cable ATHM), in on line services (AOL) and increasingly in the private enterprise space by those whom I've mentioned here, and many others.

The implications of these manifestations will be seen as individual enterprises find themselves connected to multiple of these new clouds, each with their own directory trees and naming conventions, and each with their own security and accounting measures. We're seeing this more each day, and I simply wonder where this is all leading to.

You might be interested in the following message which could in some ways be considered only tangentially related to this matter, but interesting, nonetheless:

Message 11381293

Regards, Frank Coluccio
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