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Technology Stocks : Frank Coluccio Technology Forum - ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Jay Lowe who wrote (171)	11/1/1999 8:00:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 1782

"Cisco, Lucent ... the gorillas of this paradigm ... where is their thunder? In the generation now ending? I think..." Lest I get hung up on this one, which would be very easy for me to do, a brief comment: Perhaps we are seeing, here, the diffusion phase of Toffler's Third Wave, wherein microsegmentation, as defined by smaller, more diverse, startups and splintered, distributed enterprises in newly defined virtual markets, begins to take hold?

To: Jay Lowe who wrote (171)	11/1/1999 11:23:00 AM
From: Raymond Duray	Read Replies (3) \| Respond to of 1782

Jay, I like the way your mind works. And does it ever. <g> One interesting little company that I try to get a handle on from time to time is Transmeta, where Linus Torvalds hangs his hat these days. Very hush hush. Could this be part of the springboard that you describe so ably to the next level? I haven't a clue as to what these guys do, (Torvalds says: "We do stuff"), but I am convinced that the work has implications along the lines of the transendent, spontaneously organizing, ubernet you postulate. You mentions several of the University/R&D initiatives in this country. Seems to me that they may all be overtaken by events. I was quite taken aback by how far CANARIE has come with GigabitEthernet up in Canada. I'm wondering if you would care to comment about that network. It seems to work wonderfully, if Bill St. Arnaud is to be trusted, and I believe he is. Comments welcomed. Best, Ray