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

To: J. Nelson who wrote (321)	11/11/1999 10:19:00 PM
From: ftth	Read Replies (3) \| Respond to of 1782

Wireless Will Cause Website Troubles Warns Consultant 11/08/99. (Industry Trend or Event) Newsbytes, Nov 8, 1999 pNA Author Creed, Adam Full Text CANBERRA, AUSTRALIA, 1999 NOV 8 (NB). A predicted jump in the number of people using wireless devices like mobile telephones, personal digital assistants (PDAs) and wireless modems to access the Internet will give Web designers a number of headaches, according to Australian e-business consultant Tom Worthington. A new breed of mobile devices will use wireless application protocol (WAP) and other systems to display Web content. Size of device displays and the computing power of mobile Internet devices will affect which Websites can be viewed properly, according to Worthington. "A very large shock is in store for designers of Web pages: next year's hot new browser will have less of everything," he said. "The latest, hot new computers will have less processing capacity, less memory, smaller, lower resolution screens and poorer input devices." The result will be corporate, educational and government Websites all becoming incompatible with a growing number of Internet access devices. "Websites which have been designed to deal with usability issues in mind will be able to be adapted for WAP and similar devices," said Worthington. "Websites which have been designed by graphic artists and publishing people, without the assistance of IT professionals will be unusable." The problem may not just be limited to wireless Internet devices, he suggests. "There are also larger devices, such as sub-notebook PCs, Web telephones and Web TV which have common features with WAP devices." Worthington is due to present these findings to the Government Online conference to be held in Canberra this week. Reported By Newsbytes.com, newsbytes.com (19991108/WIRES ASIA, ONLINE, TELECOM/WIRELESSNET/PHOTO) Full Text COPYRIGHT 1999 Newsbytes News Network

To: J. Nelson who wrote (321)	11/11/1999 10:56:00 PM
From: Frank A. Coluccio	Read Replies (3) \| Respond to of 1782

re: fiber resellers JN, I would prefer discussing this group in general terms, since I am unaware of the principal players you mentioned in your message, much less their specific strategies and goals. Yes, there are other firms (and I suspect that there will be very many others, too) now in the market place who will purchase bulk bandwidth, or bundles of fiber, for resale. Most CLECs nowadays who don't have the resources to pull their own, in fact, are now buying into this space from the larger fiber barons, metropolitan fiber carriers, and in some cases, the local electrical contractors who provide fiber services for the larger carriers, as well. MFNX, WCG, IIXC, LVLT, QWST, Telergy, and a growing list of others, all, to some degree, sell their strands (and lambdas, now) to lower echelon players in the pecking order. One such carrier that I recently became aware of in NY City is Millennium Optical Networks Inc. (MONI), led by an individual who I know from another lifetime, when he was at Western Union Telegraph, many years ago. He later went on to head up WU Advanced Transmission Systems, a sort of spin off from the parent WU, until they were bought out. This new incarnation in the way of MONI appears to be along the same lines as ATS, only several generations more advanced in its infrastructure design. mopticalnets.com Which leads me to a good question: What will the companies you mentioned be positioning themselves as? Conventional CLECs? Providers of extended LANs? Internet On-ramp providers? Remote storage area network (SAN) providers? Which reminds me, there is another startup doing primarily SAN transport and their name is very fittingly, Storage Networks, Inc. who you can read about at: storagenetworks.com Like I mentioned in an earlier post today, those carriers and network providers who sell bandwidth exclusively might have an easy time of it now, but they will eventually land on hard times later on, unless they sweeten their offerings with services that people can use. They must introduce a number of measurable value components to the bandwidth supply element that both differentiate them from the others, while at the same time, hopefully, providing incentives for their customers to "stick" around for a while. If you can point to any specifics, or strategies, that you are aware of that the referenced firm might be planning to execute, let us know. Otherwise, it's anyone's guess as to where they stand, and where they might go. Regards, Frank Coluccio