Frank Coluccio Technology Forum - ASAP Message Board

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Technology Stocks : Frank Coluccio Technology Forum - ASAP

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To: Frank A. Coluccio who wrote (155)	10/31/1999 6:34:00 PM
From: Jay Lowe	Read Replies (1) of 1782

>> While I don't accept the premise that b-w will ease the problem to the degree that the hawk maintained, I do think it's obvious at this point that much of this trend has already come to pass in some solution areas. Here again, the race between increasing bandwidth supplies and the encroachment of traffic creep will be a determining factor << A simpler way of leading to my hypothesis is to suggest that "the race" you mention is irrelevant. We have seen this pattern before in dozens of areas. What is the "truth" underlying the noise level of "the race" ... and who is position to enter into the "truth"? I think that is the more value-able question - the question more likely to create value. In 2003, much of what we deal with as specific objects will have become virtualized ... just grist for automatic management by the meta-web "operating system". You don't own your server ... the web operating system owns it. You just bought it, and get checks. You don't buy hosting service from an ISP, and put pages there ... you check pages into a desired level of service within a context. The web paradigm will be de-geographfied ... all these 100's and 1,000's of things that humans interact around ... "I'll sell you this" ... "What do you want for that" ... will poof! ... disappear into the maw of inevitable virtualization and be automatically administered. How far down to the wire and the rack will the virtualization extend? Will rack space become virtualized? Will the meta-web schedule the installation of new servers in Rack 56 at location XYZ? Maybe not, but the meta-web will totally influence the decision ... just as Windows tells you you need more RAM. Who is going to build the meta-web technology? It will happen, and completely change the economic landscape of the web. To me, this is the compelling universe of discourse. An example landmark event will be when a powerful network management company merges with a powerful caching company. This will mark the union of physical and logical layers of resource management ... and create a company with a world-view large enough to envision the real future.

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