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

To: Frank A. Coluccio who wrote (275)	11/8/1999 1:55:00 PM
From: Jay Lowe	Respond to of 1782

>> re: bandwidth commodities, futures, derivatives - start discussion I'm just starting to get a handle on the players in the meta-web universe. One organizing concept of the meta-web is: moving from manual to automated management of web resources. This must necessarily include all kinds of web resources: bandwidth, page caching, server allocation and placement, processes and transactions, etc, etc. The imperative is ... if it is a web resource, then it will move through certain stages of existence: invention, proliferation, standardization, etc, etc. In a business sense, the management of these resources will also move through various predictable stages: manual episodic, standardized manual, partially automated marketplace, fully automatic self-administration ... this list begs elucidation. Two truths stand out for me: 1. It is less possible to predict which of the players will win than it is to predict how the game must evolve. 2. All web resources will progress through similar stages of resource management evolution. Both these "truths" seem to me to have very interesting investment implications. Frank ... are any of these market-makers taking the technical high ground? Are any of them designing a system for managing arbitrary resources? Are any of them open platform business models ... capable of incorporating, rather than competing with other players? I would posit than only such an approach will survive ... any less robust approach must necessarily under-compete in the evolutionary changes that history suggests will occur. If such a venture cannot manuever it's genes into the meta-web, then the years ahead only it's fossilized remains will be found. It will have been consumed, become mere foodstuffs, or otherwise out-competed, by those whose ideas have merged into the meta-web. The end-game here is automatic self-management of all resource by "the web itself" ... the self-aware meta-web. So the sort would be ... are they end-game compatible? There are multiple variations on the end-game ... multiple forms that the meta-web could take ... not just one imperative structure ... but functions of the structure can be anticipated ... and processrs toward those functions. We are in the unique position of being able to anticipate the end-game somewhat. Australopithicus did not have this ability, or so I think.

To: Frank A. Coluccio who wrote (275)	11/13/1999 1:29:00 PM
From: Jeff Pulver	Read Replies (1) \| Respond to of 1782

Hi Frank, I'd be happy to address specific questions regarding the brokerage of both Minutes and Bandwidth and my experiences to date regarding Min-X.com, "The Minutes Exchange". I'm currently updating a presentation which will be given on Thursday at yet another conference focusing on the trading of bandwidth and Minutes. Once completed, the presentation will be available for download from pulver.com The focus of Min-X during the past year has been the business-to-business development of Internet Telephony Service Providers and we have helped some of our members grow their businesses and meet the suppliers and the kinds of business partners they have been looking for. Just about everybody else in the space is a "hidden competitor" since they all own switches and route their customers minutes inside of them. We don't own any switch equipment and have no intentions of every running a switch. Min-X.com will be a "Broker's Broker" when the market matures and will not be a service provider. I am working on a major announcement for Min-X.com which will outline the next phase of focus and direction for Min-X. I'm not sure of the exact timing but I hope to have everything put together prior to next year's PTC'2000. Best regards, Jeff