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 (133)	11/1/1999 8:36:00 AM
From: Ed Edwards	Read Replies (1) of 1782

Frank... Thanks for validating a few musings as "eloquent". Someone once said that our reality is just truth through our own personal filter. and that's the way I view the 'net - the clicks and links that I see (or don't -wasn't fast enough to catch 'em)and what's different tomorrow. I try to take it from the STNG perspective of Jean-Luc Picard "Make it so!". Actions always speak louder than the words of the VC's. When they can get billions of capitalization on a million in sales, I have to wonder about the perception of "latent demand". Then I read about a real dose of reality in Dave Horne's post (#130) to RCDTD re:Storage Area Networks (SANs) at The Motley Fool. Dwight Gibbs is their Techie Guru and grew up on the reality of major growth and how to deal with it. A most interesting read. Some of the things he learned: "More to the point, with traffic continuing to soar every month, Gibbs is glad to have a scalable, well-conceived architecture in place." “It will always take longer than you think. Tying shoelaces on the Web takes longer than you think.” ".....traffic continuing to soar" --- so goes the 'net. Are the ISP's out in front? Doubt it. Gibbs had to "Make it so!" and found that what THEY (providers) say isn't always SO. Takes time, hard work and persistence to get it right. at least better. Did I say "application creep"? How 'bout leaps and bounds. When the Seventeen somethings can start the import/export with an overgrown PC and a raging imagination, "creep" doesn't seem to fit. Why paranoia? Does the surfer think/know/worry 'bout the sharks underneath the surface of the wave face he's racing over? Not for 0.1% of the available brain cycles. It's the rush of the game and hanging on and the knowledge that when he crashes, he'll get up again and do it all over on the next one. Who's the user and who's the provider in that scenario? Doesn't matter. The Seventeen somethings, or Twenty somethings, or whatever somethings, don't seem to believe that they can't overcome. The rush of the race is all that matters. And the VC's bet on the ones with the best shiny new thing (with the right attitude). In today's 'net, there is constant swirl of new stuff to ponder, but the reality that Gibbs stated "Tying shoelaces on the Web takes longer than you think” give you time to make another pot of tea (from a Seventeen something?) and ponder in peace. but not too long. Ed

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