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Technology Stocks : Vixel (vixl), a fibre channel company! -- Ignore unavailable to you. Want to Upgrade?

To: Gordon Gekko who wrote (76)	10/2/1999 3:25:00 PM
From: djane	Respond to of 377

Interesting vision of next generation network (see below). CSCO to buy fibre channel company? SI: StockTalk: Communications: CSCO - Cisco Systems, Inc. To: Tulvio Durand who wrote (28454) From: elmatador Tuesday, Sep 28 1999 3:29AM ET Reply # of 28523 ... any technology or solution that short-circuits...: 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 following in place now. I've 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 start up KPCB >funds) pumps data in and out this bandwidth monster DWDM on steroids access >nodes. Robust stuff cum security. > 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 are de-regulated and unbundled. >That, plus all the data that needed to be accessed and "massaged" by people >all across the internet, could be, and need to be accessible. Because >e-commerce and e-business is going to need all that. Under this perspective >CSCO and its KPMG recent partnership is looking clearer now, you know, in the end how taxes will be >collected has to be sorted out. Thus an accounting firm come in very handy. >This next next generation network will allow companies to do business in a >very cost effective way and obviously the first one to assemble the whole >thing in a coherent whole will become very much like that company in the Pacific >Northwest. >Have you noticed that when you want more speed on your network, or fast bit >rates, in your connection to the internet, you don't want fast rates really? What you >REALLY want is the fastest possible access to the CONTENT seating on those >servers across the internet. That's what e-commerce and e-business will >require. To that you would add entertainment applications, where the content will be stored and accessed on demand rather than by getting it by broadcast. >Oh, the price of optical fiber connectors. What does it have to do with all that, you may be asking. The fast the prices of fiber connectors comes down, the faster this network become feasible: fiber straight to the back of the server, >fibre channel. Perhaps CSCO even go for a fibre channel company, next. > >Now look to the market out there: all those companies gravitating around >CSCO, which they call the business Eco-system, add Equinix (which is not yet IPO'ed, consequently not yet on the >news) to the picture and bandwidth being traded as a commodity and you will >see the next next generation networks in place. >The next next generation networks will be just that: SANs interconnected >with other SANs via Cerent, Optical Networks, Ciena or Sycamore machines. At interconnection pooling >points, operated by an independent third party responsible for scheduling >bandwidth connections, monitoring the quality of service (QoS) of each >transaction and maintaining the physical security and operational integrity >of the transactions is Equinix. >This next-next-generation network is not a project undertaking. It is not a turn-key project that we will draw a blue-print an assemble it We will get to this next next generation network by trial and error. Much like nature's evolutionary process. A few of its components, that from today's perspective, look like winners will fade and be extinct. Others that we are now overlooking can well be the winners. (Perhaps another reason for us to keep on top of that) No certainty here, but the arrow of time points right into to that direction: And it os pointing to that next-next-generation network.

To: Gordon Gekko who wrote (76)	10/2/1999 8:20:00 PM
From: Tom Hua	Read Replies (1) \| Respond to of 377

It has been so bad that they paid off one of their customers in stock to entice them to stay. Gordon, is it a fact (ie., public disclosure) or just your opinion? Makes one helluva difference. Regards, Tom