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

To: Ed Edwards who wrote (389)	11/17/1999 11:46:00 AM
From: Jay Lowe	Read Replies (1) \| Respond to of 1782

>> My roof looks like a satellite farm ... Wow! Two thoughts ... Maybe you are an ISP ... with an identity deficit. I mean, in a world of mostly ubiquitous fiber, with Bluetooth'd stainless steel rats roaming the interstices, where things have become interop and commoditized enough that any dish or fiberpoint is inherently also a fixed station and/or other subdistribution point ... then in this world the concepts of ownership and provisioning must necessarily be transformed. Let us suppose, in this future world, that the meta-web "knows" that there is a QoS gap in your area. Suppose, through some auctioning process presaged by the energies of eBay and Min-X et al, that you were offered a deal. The meta-web could broker a two-way deal between "POP providers" and service providers. Terms of the deal would be shaped by demand and might also scale to demand. For example, the meta-web extends an offer ... the "POP provider" grants roof space and right-of-way ... the service provider rolls in the gear and maintains it. The system is open. Everyone is a potential player and anyone can move into any role they aspire to ... if they perform, they survive and prosper. This is the way it already works, just snapped into focus a bit. Consider the DSL .vs. cable last mile install curve. The DSL market is wide open relative to the cable market. In my area, there can only ever be one cable provider, and they will get to me when they want to. On the DSL side, 6 months ago there were 2 providers (GTE, US West) ... yesterday I checked and was amazed to see that 20 different companies want to make me a deal. 20 different companies want to roll a truck to my house. I see HUGE business opportunity in this area ... moving hand-in-hand with wireless ... probably the resource brokerage people will jump on it. Think of all those Bluetooth POP deals to be arranged. What if some put together a business model around brokering internet infrastructure growth ... as well as commodity auctioning? eStructure.com -- "What shall we build today?" Maybe this goofy pink capitalism only applies on the edge ... in those area not controlled by the huge carriers ... but perhaps not ... maybe it also applies to brokering arrangements between the carriers ... I dunno enough about that. In the future, everybody is a potential provider. Today, the gear is big, centralized, localized ... tomorrow the gear will be small, distributed, pervasive ... this has been the trend since Day One in this business ... and with wireless we are staring at another huge dose of this trend. Computer power to the people. Ted Nelson said it in the 70's. We see the technology moving outward ... in terms of economic control ... ownership becoming decentralized. Today we see office buildings and condo complexes becoming fiber providers ... in the wireless world the trend accelerates to a new level. Everybody is a POP. Every demand node is a potential supply node. The carriers, the ISPs, RBOCs, CLECs, etc ... these guys are are furiously reinventing their way of doing business ... chasing the technology ... struggling to understand how to make the business of it work fast enough. Someone's gonna wrap their head around this ... and move the business of the web to a new level.