George Gilder - Forbes ASAP Message Board

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Technology Stocks : George Gilder - Forbes ASAP

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To: Schmoople who wrote (478)	4/22/1998 1:37:00 PM
From: Dragonfly	Read Replies (1) of 5853

So, Schmoople- Who do you think will best benefit from the new age of nearly free bandwidth? This is the thing I have not figured out about Gilder's thoughts. I see how Intel benefited by being on top of prices and able to constantly compete on price as the performance improved, but it seems to me that Intel benefited more from the fact that they had a proprietary system and were able to force the competition to play on their turf. Since communications is going to be TCP/IP based, I don't see the way for a bandwidth exploiting company to create a proprietary system to which they can apply leverage. For instance, anyone can make a router to compete with Cisco because they sell whole boxes and there's not proprietary interface that cisco's competitors are going to have to adopt. I'm sure there's some angle to get leverage but I cannot see it yet. Dragonfly

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