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Pastimes : Techride -- Ignore unavailable to you. Want to Upgrade?

To: Susan G who wrote (3761)	8/31/1999 5:52:00 PM
From: Carolyn	Read Replies (1) \| Respond to of 7442

To All, food for thought - From the CSCO thread: To: briand who wrote (28046) From: elmatador Tuesday, Aug 31 1999 5:22PM ET Reply # of 28050 Lets do some thinking. I had for a while this model of the next next generation network. I called it the networks to end all the other networks. Please, bear with me, because everybody says that no one knows how it is going to look like. I hope you read on. The pieces are follwoing in place now. Ive been following IBM, EMC, CSCO, Intel and DWDM start ups. Even the cost of optical fiber connectors. Picture that. you have Storage Area Networks (SAN), say servers farms, huge amount of content stored in there, linked to other SANs which its own server farms via fiber. Machines such as CERENT (or Optical Networks, that startup Kleiner Perkins Caufield and Byers funds) pumps data in and out this bandwidth monster DWDM on steroids access nodes. Robust stuff cum with security. Since we are at IBM. Look to IBM, all those mainframes, with the whole installed base of software, the data of insurance companies, Banks, airlines, carmakers etc etc. Imagine the mainframes that process billing for public utilities which will be unbundled. That and all the data that needed to be accessed and "massaged" by people all accross the internet, could be accessible. And will need to. Because the e commerce and ebusiness is gonna need all that. Under this perspective the KPMG is looking clearer now, you know, in the end how taxes will be collected has to be sorted out. This next next generation network will allow companies to do business in a very cost effective way and obviuosly the first one to assemble the whole thing in a coherent whole will become somewhat like that company in Pacific NorthWest. Have you noticed that when you want more speed on your network, or fats bit rate in your connection to the internet, you dont want fast rate. What you REALLY want is the fastest possible access to the CONTENT seating on those servers accross the internet. The more the price of optcal fiber connectors come dowm the more this neowrk beocme possible. Fiber straight to the back of the server, fibre channel. Perhaps CSCO even go for a fibre channel company, next. I will come back on all that next time.

To: Susan G who wrote (3761)	8/31/1999 11:50:00 PM
From: Blue Snowshoe	Read Replies (1) \| Respond to of 7442

Susan, I got in ICGE late as many have 909S already BUT, I think I may get my own 909 with time. I can't see it selling off too much as in the past two days Deutsche Bank, Merrill Lynch, Banc Of American Securities and BancBoston Robertson Stephens all have started ICGE with three buys and one near term accumulate and long term buy. Some of these internets that are recent IPOs can take off and never look back. I missed eBay's major move by playing safe. BTW, I was looking back at the pick three list today. Techride favorites from when we last picked three: GNET, ISLD, CAMP, CNXT, CSCO, STRM, CMGI, ICGE, HSAC, MCOM and COVD. Maybe we should do it again soon. 909S BLUE