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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: ftth who wrote (2294)	11/8/1998 10:52:00 PM
From: Frank A. Coluccio	Read Replies (1) of 12823

Welcome aboard, Dave! I found your trailer very interesting: "Has SI slowed to a crawl lately, or is it just my cheesy cable modem? Until the “First-Mile” technology problem is solved, it'll become more and more difficult to charge a premium for a “last mile” high-speed CAPABLE connection. Overloading the “last-mile” queue with zillions of high-expectation consumers—before the end-to-end bandwidth is in place—isn't a good plan." It's the last sentence that struck me the most, after reading the entire postscript three times. >> Overloading the “last-mile” queue with zillions of high-expectation consumers—before the end-to-end bandwidth is in place—isn't a good plan."<< It's the PLAN part that really struck me. Whose plan? My point being that diversity and competitive forces have begun to mold a new "order" based on the fact that there is no unified approach at present to architecturally consider the whole, despite all the best intentions of this heretofore egalitarian state we still regard as the Internet. Who's on first. What's on Second. I don't know's on third. So, who's gurading home plate? The answer is nobody. Indeed, it would be antithetical to the chaotic precepts that have been the foundation of the 'net, and to the "order" that still rules today. And therein may lie the folly of the entire scheme, once things really heat up and get tsunaminously serious. Do you or anyone else here really think that once the big five or six international players have their 'end to end' fabrics in place, like MCIWorldcom and Sprint are now laying in place, that these larger players will be inclined to be as "open and cooperative" with lesser forms of life, if they don't have to? Curious... Regards, Frank C.

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