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

To: ftth who wrote (944)	1/12/2000 10:43:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 1782

re: 10GTTH; some dilemmas at home; and a tale of two aircraft carriers Hello Dave, The gigabit model, or should I say the 10Gbe model to the home, or something akin to it in support of home delivery of all media services, is not only doable, but it will be done. I don't think that it is inconceivable at this point to expect to see an IEEE study group, or a proposal to begin one, or some activity introduced, even at the IETF level in this respect, soon. The Canarie article upstream, a bit, presents some of the principles which I think would be quite doable, if you were able to get a mindset made up of a forward-looking working group without legacy attachments, behind it. In a similar white paper, again from Canadians, Francois Menard cites how Cisco has been working with Videotron to implement IP telephony over "today's" HFC, for which a move to Gb/fiber would be a shoe in. It's only a natural outgrowth, representing an economical means of satisfying a simpler and more elegant approach to enabling IP on a more robust platform with higher bandwidth potential. Ethernet is a network protocol which has both a proven track record, and whose framework demonstrates enormous cost advantage. Enough of that by me, for now. ---- On another note, here's an article concerning the recent AOL-TWX deal that was posted on the ATHM thread, with thanks going to Jack Hartmann. Message 12554368 --- Some observations re the above article: There are some mavericks in cabletvdom who agree with this author. I'm not referring to the old boy cliques which you alluded to, rather, I'm citing a small but growing minority of individuals behind the scenes. These comprise a small group of folks who have fire in their bellies to see the next generation of networking coming to fruition over "their" medium. Don't look for these folks, they're well-hidden by the powers that be. The bosses prefer to show only those individuals in public who have adapted to the old school. But these mavericks exist in every organization --it's part of the calculus-- nonetheless. They see an IP TV in the near future. They see the merit to not only the AOL deal, but also the sense that it would have made for ATHM, if ATHM had been more open-minded by embracing the possibilities of an equitable involvement with AOL, and all of the potential that such collaboration could have represented, in an earlier time. Like, as recently as three days ago. ----- Many of the remedies that the author cites in the article above (url) for ATHM are plausible ones, in principle, but they ignore the fact that Home doesn't have a solitary say in the matter. If AOL has suddenly turned into an aircraft carrier for the luggage they must now haul in Time Warner, then Home also has been a very big boat, all along, for the baggage of its partnerships. And T? They say to Home that they may, or may not, be around in two years. In return they offer Home that they, too, may shop around, (but don't experiment on our time, in not so many words). I recall some open marriages during the Seventies that stood a better chance of lasting in their original state. Last mile digital dysfunction? Make that last mile "analog" dysfunction, come to think of it... Now, I'm sure that there are many cable modem users who will vouch vociferously for their beloved HFC supported services, and I wouldn't blame them one bit while the getting is good. To them I would only suggest that they enjoy it while they can, until it becomes widely congested. Excuse me, I meant to say widely accepted.

To: ftth who wrote (944)	1/15/2000 2:33:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 1782

re: more to the issue of a higher speed Ethernet variation over the last mile Dave, there is an interesting perspective voiced by Joe Wagner of the HLIT thread which was reposted in the Gilder thread here in SI. Take a look. Message 12583098 My focus is on the first part of the message, the part that deals with the protocols supported by Lightwire and HLIT's fiber extensions. My focus is clearly NOT on the political implications and inferences which follow, in the second half of the message. I wasn't aware that there was an express intent to do this through the use of HLIT's or anyone else's HFC design. If so, it speaks directly to our hypothetical SINet discussion. Of course, there is not mention in that message about replacing the coax entirely. Comments? Frank