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Technology Stocks : George Gilder - Forbes ASAP

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To: Frank A. Coluccio who wrote (1522)5/14/1999 11:18:00 AM
From: Scott C. Lemon  Read Replies (2) of 5853
 
Hello Frank,

As usual ... a great post!

> What the incumbents will do is introduce enough structural
> emulation of the legacy model directly into the new model. Many of
> the rules of the trade that are used to their advantage today
> through regulated revenue justifications will be preserved, and the
> old regs will thereby be ushered forward, along with the new
> technology. In other words, to the extent possible, they will work
> to preserve the old model through its emulation with new software.
> Hardware elements will take on a new form in the way of coded
> objects, in other words, and it's a matter of tracing the dotted
> lines from that point out.

This is a great paragraph which explains a completely understandable direction, and process. Obviously the "downfall" of this type of process is the introduction of a "disruptive" technology ... one of the type that George talks about ...

At the same time that these processes are at work, the "Internet Telephony" efforts are going strong. It will be very interesting to watch how this unwinds!

I was just at NetWorld+Interop in Vegas this week ... VoIP was everywhere! The most impressive box that I found was one from Ericsson. They just bought a company called TouchWave that provides me what I have been looking for ... H.323 gateway to POTS in an affordable PBX. I can now call outbound, or answer calls, with my H.323 client (i.e. NetMeeting) from anywhere in the world. (Yes ... of course that's anywhere with enough bandwidth ...)

(P.S. Please, to anyone thinking about it, do not start the flame war here about this not being feasible. I have been using NetMeeting and CU-SeeMe for years on a daily basis with completely acceptable performance ... over a 56K modem! It's like early radio ... ;-)

Scott C. Lemon
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