Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (5161)	9/8/1999 7:43:00 PM
From: Herc	Read Replies (1) \| Respond to of 12823

There was an article in Forbes about all those "unlit" fibers they're putting in the ground right now, and what happens to all this currently unneeded capacity when the next recession rolls around.

To: MikeM54321 who wrote (5161)	9/9/1999 1:08:00 PM
From: elmatador	Read Replies (2) \| Respond to of 12823

Bandwidth -The Terabit Tsunami. kpcb.com This is a presentation of KPCB Vinod Khosla -the guy who sold Cerent to CSCO.

To: MikeM54321 who wrote (5161)	9/10/1999 10:39:00 AM
From: elmatador	Respond to of 12823

The Internet is very asymmetrical with most of the content seating in hosts in the US with concentration in California. This puts a strain in the backbone downloading data to Asia and Europe. (Perhaps even form West to East Coast in the US) ISP's pay for capacity in both directions but most of the traffic is outgoing from the US and less traffic incoming into the US. As most of the growth in Internet users is now outside the US, this problem will increase in the future. There are two ways to solve this asymmetric bottleneck. 2) Lease high capacity in one direction, from the US to Europe, and lower in the uploading direction. This is a solution Ozziemail, the Australia's largest ISP uses. It downloads via fiber, but uploads (back to the US) via a cheaper satellite link. (Singapore's Singtel even vented the idea of the US subsidizing foreign carriers carrying this US-based data.) 3) Mirroring. The most accessed data is dynamically stored in, Europe or Asia, and only the seldom accessed data is dowloaded straight from the US. The Internet high rate backbones, high speed access and data-hungry applications will have a counterpart of increasing the complexity of servers and storage devices. Expect soon the high capacity storage devices to be ported into the service provider space. Storage Area Networks (SAN?s) are simply storage and servers connected with fibre channel switches and hubs. Enterprise Storage Networks (ESN's) go beyond San's to include the software and services. According to Merrill Lynch, storage management is 55% of the cost of such decentralized environments. Data warehousing vendors, to compete with better and higher throughput components (including software, switch, hub, host bus adapter, and disk drive vendors). It is necessary that at an early stage Ericsson work with the standards' setting leaders in this field. Storage Area Networks (SAN?s) are simply storage and servers connected with fibre channel switches and hubs Enterprise Storage Networks (ESN's)

To: MikeM54321 who wrote (5161)	9/12/1999 4:17:00 AM
From: elmatador	Read Replies (2) \| Respond to of 12823

Should we expect a IPO of Equinix? Do you remember CSCO purchase of stake on Equinix, which is a privately held company with investment from Cisco Systems, Microsoft Corporation, and Benchmark Capital? siliconinvestor.com. Perhaps you could have a look on this: "Is There a Future in Forward and Derivatives Bandwidth Trading?" phoneplusmag.com Now if we put together, commoditization of bandwidth, CSCO/MSFT Equinix, and add the rest we already know about CSCO, IBM and KPMG deals the next next generation networks is taking shape.

To: MikeM54321 who wrote (5161)	10/17/1999 12:31:00 PM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

Re: Too much capacity...yada...yada... Thread, Strictly in the FWIW category, here's just one little glimmer that may soon indicate there will be a reversal of sentiment and the carrier's carrier (backbone players) will come back into favor. IMHO, it's still too early for the trashing of the backbone players to stop. This is simply one small example of the slew of articles that suddenly appear, when Wall Street tires of beating down the backbone players and want to pump the stock prices back up. MikeM(From Florida) ******************* Bandwidth Glut: A Non-Issue According to a New IDC Report FRAMINGHAM, Mass., Oct. 12 -- There have been a number of reports in the press recently [understatement!] concerning the issue of "bandwidth glut." Some industry pundits have stated there will be an excess of fiber-optic capacity in the next few years, based on overbuilding of fiber-based backbone networks. However, according to a recently issued International Data Corporation (IDC) report, DWDM Systems: 1998 Market Review and Forecast, the so-called bandwidth glut is a non-issue. According to the IDC report, there is little cause for concern over this issue because new applications will inevitably be developed that will utilize the newly available bandwidth**. In addition, network buildouts are necessary investments in service provider infrastructure, which, like other long-term projects, may or may not offer immediate return on investment...... networkmagazine.com