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Technology Stocks : Orckit (ORCT) -- Ignore unavailable to you. Want to Upgrade?

To: semi_infinite who wrote (1835)	6/28/1999 9:50:00 PM
From: savolainen	Respond to of 1998

[msft] greetings ray, have read that msft white paper myself several times now...and no doubt will revisit it many more times..rather packed with info and agree with your comments regarding pounding the table on svc's... i was also struck by how comprehensive their strategy seems... some serious time has been spent by msft thinking this thru... and they have clearly been working on (and i would venture to guess, trialing) products to take advantage of such an architecture .. the adsl functionality built into windows 2000 seems particularly intriguing... other applications seem pretty much just dependent on guaranteed bandwidth... tho the overall vision seems like a perfect match for SVC-aware DSLAM technology as they put it, essentially "Microsoft is advocating a network and service architecture based on using PPP over ATM over ADSL" ... believe this is all standard's based: adsl forum/atm forum etc and that says something (in overall outlines nothing proprietary).. and whether or not the architecture will be configured like all those pretty diagrams only time will tell ... tho am inclined to think at least something similar will be implemented... all those servers (eg fig.8) kept reminding me of some recent intc related comments : "Intel plans ISP-like services ... Manufacturing PC microprocessors will still be job No. 1 at Intel, Barrett said. But increasingly, the company will "provide the backbone for anyone that wants to have data" on the Internet, he said. "We are going to build server farms around the world." ... How will this work? Under this new business, Intel will build huge bit factories consisting of thousands of servers, said Gerry Parker, executive vice president of the New Business Group, which will run the program. These servers will then essentially exist to store customer data, handle transactions between businesses, and provide capacity for "peak events," when a business may experience a flood of customer inquiry. Intel consultants will also provide services to help customers design e-commerce sites, he said. Technically, Intel itself will not be recreating the physical connection. The company will partner will telcos and ISPs, and concentrate on data services. This, however, is a business ISPs are moving into. Intel will also resell connectivity services, Parker indicated. By some estimates the data housing market will become a $10-to-$12 billion business in a few years, Parker said. "If you add to that some level of service, some application delivery, that adds another $10-to-$12 billion," he said..." news.com and what in the heck do you think he meant about intc reselling connectivity services? intc as isp??? --- have posted some of this stuff here and there... figure you may have seen this.. in any case (for anyone interested) here are a few orct related msft links including context (cut and paste): gte/msft adsl trials go way back at least to 97 (pre orct/fujitsu) to wstl/amati.. xdsl.com (good site- free, but registration req'd) these early efforts were converted to orct/fujitsu equipment as one of the first stages of the orct/fujitsu/gte rollout in early 98: at the time this involved something like 1000+ msft employees (in light of supercomm and dsl arch white paper- both below- my guess is that they've been putting those orct/fujitsu modems thru their paces maybe on company time) xdsl.com now msn is starting their own adsl trials... "MSN Internet Access Begins Digital Subscriber Line Trials" microsoft.com orct joint demonstration with msft including orct's dslam in the msft booth (orct supercom press release): biz.yahoo.com and last but not least, the goods explaining maybe why that dslam was there- a rather interesting/technical read (47 page word doc) on: "DSL Architecture The Microsoft End-to-End Architecture for Digital Subscriber Line (DSL) DRAFT: April 28, 1999" microsoft.com fwiw in the section on "SVC-aware DSLAM technology": "...Microsoft recommends the use of SVC-aware DSLAM technology (for example, the Fujitsu SPEEDPORT)... " fujitsu is the only vendor named.. tho before anyone gets too excited, it should be noted that this adsl technology is essentially standards based PPP over ATM over ADSL, and others besides orct/fujitsu are working on functionality as outlined, but... the stuff they like sure seems like a checklist of what orct/fujitsu have (or will soon be offering) such as svc-aware dslams, daisy chained dslams, tunneling services, atm to the pc, qos, etc... also fwiw reading between the lines... interesting how Microsoft is positioning to profit from all angles: not only from operating systems (sounds like lots of dsl functionality built into the upcoming Windows® 2000) for both servers and home gateways, but also on a whole bunch of Microsoft applications which become not only practical but also very attractive and maybe even essential (they hope), once bandwidth can be guaranteed: voip on Microsoft NetMeeting; Microsoft Proxy Server; WebTV®; video on demand over NetShow™ Theater... etc etc and then to top it off msft certainly look like they are hoping to profit/ control the marketplace as a provider of broadband services and thus we are seeing the first tentative steps of MSN beginning to rollout adsl under the msft brand ... (this one looks and feels like maybe a face off with aol down the line) --- also msft makes it pretty clear in the executive summary that they're not gonna bet on just this one horse (adsl): "There are several technologies offering potential solutions for the "last mile" delivery of broadband services between public networks and end users. These include telephone lines, TV cable, fiber, wireless, and satellite systems. The jury is still out on which will be the dominant technology, and in all probability several solutions will continue to develop in parallel..." bye s