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Technology Stocks : Harmonic Lightwaves (HLIT) -- Ignore unavailable to you. Want to Upgrade?

To: Phil(bullrider) who wrote (3246)	1/21/2000 8:38:00 PM
From: VidiVici	Respond to of 4134

Broadband Internet: How Broadly? How Soon? By SETH SCHIESEL January 17, 2000 It was eight years ago that John C. Malone, the cable television baron, brashly proclaimed that the average American home would soon be able to receive 500 channels of information and entertainment. But since then, the arrival of two-way, high-capacity, high-speed services has been next year's story. Like some mythical wild beast that is described but never seen, broadband -- as such high-speed links are known -- has always been out there somewhere, just over the horizon. Next year, the analysts and executives promised, next year. Five-hundred-channel cable systems have not materialized, because Malone's original vision is still too far ahead of the technology -- and more importantly, because the rise of the Internet overtook plans for other types of interactive TV. But now, broadband information and entertainment pipelines are finally reaching at least some American homes. And by agreeing last week to acquire Time Warner, America Online, the leading Internet access provider, is betting $165 billion that, at long last, next year is actually this year. In that view, and on that big bet, America Online is not alone. The converging Internet, cable TV and telephone industries are spending billions of dollars to make broadband a reality -- at an estimated construction cost of $500 to $600 a household, whether the broadband connection is through a cable system or telephone line. The effort represents the most extensive, most expensive engineering project in residential communications since the cable TV industry started wiring neighborhoods in the 1960s. Around the nation, residential streets are being torn up for new fiber-optic cables. Technicians are testing telephone lines to ensure compatibility with advanced new technology. Already, some 1.4 million American homes now enjoy broadband on-ramps to what was once quaintly referred to as the information highway. And by the end of this year, a large plurality of the roughly 100 million households in the United States will probably have access to some sort of high-speed data connection. ..... nytimes.com

To: Phil(bullrider) who wrote (3246)	1/22/2000 12:42:00 AM
From: Joe Wagner	Respond to of 4134

Bullrider, I read the recent posts on the NTAP thread. I am glad I looked at this, thank you. It confirms in my mind what I was already picturing as the direction we are going. Best of breed solutions are the ones that offer the most open architecture, with the greatest value. These best of breed solutions empower the user, and the users that use them pull ahead, and soon others follow them and start using the same best of breed solution until it spreads widely and becomes the ubiquitous product. Before one product fully dominates it mutates into hybrid combinations with the other most fit technologies. If the best of breed solution cannot outperform the competition through product improvement, or incorporate an aspect of the competition, another solution that can, may end up becoming the best of breed solution that achieves the widest market acceptance. I think that Hybrid SANs incorporating NAS are being developed and may prove to be the most viable best of breed solution in the marketplace. MTI Storage is developing this type of product, and from what I just read, it sounds like NTAP is combining NAS and SANs. It will be interesting to see how the SAN evolves. The Optical SAN network that I was mentioning in my previous post will evolve out of converging technologies. There could end up being various types of SANs, geared towards specific applications. It will be interesting to see how things develop. Regards, Joe

To: Phil(bullrider) who wrote (3246)	1/22/2000 3:37:00 PM
From: Joe Wagner	Read Replies (1) \| Respond to of 4134

Bullrider, I found a great article on the NTAP homepage. Thanks again for directing my attention to NTAP. Here is the link to the article I posted on the Ancor thread. It mentions covergence of NAS & SAN, and Infiniband. Also, mentions FC switch vendors Ancor & Brocade (Ancor is the only switch vendor developing Infiniband-with Intel). It is interesting to note that it talks about tieing the I/O engine directly to the CPU with Infiniband Fabric ---ANCOR & INTEL!!!! Message 12647361 Regards, Joe P.S. This is alittle off topic for this thread, but good for general interest in how the networks are evolving which will eventually impact Harmonic.