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

To: Frank A. Coluccio who wrote (699)	12/10/1999 11:21:00 AM
From: Stephen L	Respond to of 1782

Interesting and more frequent perspective on IP from Internettelephony. Enjoy The book of Jobe Concert president issues circuit switch death warrant TIM MCELLIGOTT LAS VEGAS--Lee Jobe, president of networks and systems for Concert, the new AT&T/BT global venture, sounded the death knoll for some of his company?s bedrock technologies at the Telemanagement Forum in Las Vegas. ?Within two years, I want to be out of the switch-based environment entirely,? Jobe said. A clear choice seems to have been made in the future transport protocol as well. The choice is IP. ?Getting rid of ATM overhead is also in our future,? Jobe said. ?The convergence of voice and data is spawning next generation networks with everything over IP.? Echoing a common theme at this year?s forum, Jobe relegated voice services to just one of many applications that can be bundled. Jobe cited reports that said data will account for half of all traffic by the year 2005. Internationally, it will be closer to 80%. The ISP business in the US is expected to be worth $63 billion by 2002. Still, many experts predict a bandwidth glut due to tremendous network buildout. ?Next generation systems have the potential to outstrip demand, but I?ll believe it when I see it,? Jobe said. He added that new and enhanced network services will emerge to use all that bandwidth. Global trends such as the deregulation of PTT markets, significant tariff reductions and a high capacity infrastructure will spur the change from a bilateral to a multi-lateral network, which will drive the industry to a cost-based model and a price point determined by the market, not by regulators. ?In 1995, an IXC would walk away from a 12-cent per minute deal,? said Jobe. Now, he?s considering free voice as an enticement for fully bundled services. Jobe cited reliability, price and service as the top three hot buttons for telecom customers. Concert?s new model for satisfying those needs includes leveraging vendors? expertise and solutions.

To: Frank A. Coluccio who wrote (699)	12/12/1999 6:41:00 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 1782

re: Caspar Weinberger's World Business Review on CNBC ===== Dynarc, the company whose principal technology is dynamic transfer mode, or DTM, was one of the featured companies today on the Caspar Weinberger Sunday World Business Review show on CNBC. wbrtv.com What I'm about to state has nothing to do with Dynarc or the other companies listed below, or their technologies. It has to do, instead, with the nature and being of show, itself. I don't know about this show. It claims to be a news service with side features which delve into the topics of the day. But I don't know. It would appear to me that the only thing that it lacks is a studio filled with an audience which is paid to applaud on cue. From their web site, url above: "THE ONLY TELEVISION SOURCE FOR FACTUAL INFORMATION ABOUT THE LATEST TOPICS, TRENDS AND SOLUTIONS TO INDUSTRY PROBLEMS." "World Business Review is hosted by Caspar Weinberger, Chairman of Forbes magazine and former Secretary of Defense for President Reagan, and directed by Emmy Award winner Alan Levy. The show's format is a combination newsmagazine and panel discussion featuring leading corporate executives and industry experts, as well as informative field reports. "World Business Review is independently distributed by MultiMedia Productions to public television stations in all 50 states, as well as to 30 countries worldwide by an international consortium of programming professionals." The other companies featured today were Champion, Multilink and LightPointe. LightPointe is a laser optic line-of-site system which uses free space as a medium, similar to LU's OpticAir system which their president claimed will be ready for gigabit speeds in the not too distant future. Nothing revealing concerning any of these companies' specific technologies worth mentioning, as one would imagine, only a lot of superficial promotional language concerning how they each were going to make the world a better place for us to live. What took me somewhat by surprise this time -although, in the past Caspar W. has had Vint Cerf in the role of guest co-host, too- was the presence of the Telecommunications Industry Association's chairman, Timothy (?) Flanigan, as a panelist who neither advocated nor challenged Dynarc or any of the other vendors. He was as careful and generic as could be, in fact, providing only that amount of lead-in questioning to each vendor guest that would allow them to fill in the blanks as they saw fit. Hmm..