The *NEW* Frank Coluccio Technology Forum Message Board

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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: Frank A. Coluccio who wrote (1117)	10/21/2000 8:18:51 PM
From: Raymond Duray	Read Replies (1) of 46821

Gol-ly Gee Frank, This is one of the reasons why I think we'll see more interest by the interexchange and fiber baron types, resulting in their investing in last mile fiber. Hmmm, somehow I'm having a hard time seeing Jim Crowe and Gary Winnick racing each other to serve the mom and pop's, SOHOs and the couch potato crowd. It's so much nicer to stay above the fray. Truck rolls are still destructive of income statements. I think they'd want to avoid them like a plague. And the last mile simply isn't going to be a plug & play experience when it comes to true broadband services. But I think that there are far greater opportunities to deploy bandwidth that are not even being addressed or tapped right now. One of the really intriguing business propositions I've read about this past week is the notion of distributed computing, basically taken all the idle CPU cycles out on the 'Net, (and there's a few quadrillion of 'em) and plugging them into previously insoluble computational problems. The SETI screen saver is a harbinger of things to come along these lines. There are a couple of companies that are actually trying to create a business model whereby they give a computer to an end user, on the condition that the 'puter be available to the vendor to resell CPU cycles to the highest bidders in the open market. This is amazing to me. Two years ago, we were barely at the point where we were commoditizing bandwidth, and now we are at the dawn of the next possible commodity market, CPU cycles, which have been made available due to the network's capacious bandwidth. Why I wanna go out and buy a dozen SOTA processors right now and get on the bandwidth bonanza bandwagon before the bus leaves the barn. :) It'd be fun to get Jeff Pulver and others to comment on the possibilities. They do seem endless. <g> From one of the furtherest of last miles, The Sagebrush Kid :)

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