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Technology Stocks : Exodus Communications, Inc. (EXDS)

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To: Rupert who wrote (1516)10/31/1999 8:54:00 AM
From: Frank A. Coluccio   of 3664
 
Rupert, I appreciate the reply and your candor. I'll give a look over in the threads you mentioned. What follows is simply mind-blasting, and not yet an informed opinion, and I wont even begin to enumerate on the complexities introduced in arriving at SLA agreements, but...

..there seems to be the potential for some peculiar logic at play here. The use of too many different medications in some of these situations could lead to the use of contra-indicatives, if I could borrow a term from medicine. What I'm referring to is 'potential' overlaps and possibly some additional exacerbation of already poor performance metrics at some point, again, in my still-unqualified eye, that could nullify some of the net gains of each of them... Gestault in reverse, if you will.

That is, if additional routes are indeed required in order to access yet more sites (POPs), even when they constitute additional providers' "bypasses" (you see what I'm getting at? at some point it's conceivable that we are going out of our way simply to reach a geographic location of another provider's bypass?!) in order to reach those cache and peering points, which could lead to some peculiar workarounds, to say the least.

An extension to this line of reasoning might be to add yet another layer on top of the first two or three, at still additional sites, in order make response times even... faster? At some point you reach the point of diminishing, and then reverse, returns, IMO. It's gotta be a matter of tuning and use of sophisticated traffic engineering & management tools, too, I suppose.

Don't get me wrong. There's an optimal implementation for each of these new tools and techniques, I trust, otherwise they would have never passed diligence. But each construct undergos diligence in a relative vacuum, or in compliance to some set of givens, but not necessarily in tandem with other emerging forms of solutions, which is something that must be considered since we are now talking about disparate fixes to the same overall problem, in combination.

I need to get closer to the subject before I can be really comfortable that such over-the-counter drugs don't have adverse affects somewhere, when used in combination. Again, just mind-blasting at this point. I have no evidence, much less proof, to support or refute any of this, yet.

Thanks again, and Regards, Frank Coluccio
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