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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Scott C. Lemon who wrote (2933)	2/27/2000 7:50:00 PM
From: cfoe	Read Replies (1) \| Respond to of 5853

Thank you for your very illuminating post. I'm long Novell and NTAP (due to Gilder), but short on knowledge of this area. I am continually amazed at people's willingness to share their knowledge to help me do my own due diligence.

To: Scott C. Lemon who wrote (2933)	2/29/2000 8:19:00 AM
From: Martin Atogho	Read Replies (1) \| Respond to of 5853

Scott, > How easy would it be for ISLD and similar companies to > design/implement an alternative large cache scheme that > would be as effective as MII's? This is the question I > would particularly like to resolve. >I will argue that outside of some details it is actually >very easy. Yes, MirrorImage has taken a good approach, but >Akamai is out there, SandPiper, RealBroadcastNetwork, and >others. I actually bought InterVU (ITVU) quite a while ago >(~$30) because they were at least different in their >focus .on hierarchical multimedia distribution and caching. I believe Xla has a few patents, but I don't understand the sector well enough to tell whether it would offer them the opportunity for royalties if ISLD or AKAM wanted to adopt their approach to storewidth. Is this the case, or are the patents not applicable here? Your comments would be appreciated. rgds, Ma.