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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?

To: JayPC who wrote (455)	7/17/2000 11:55:32 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 46821

Hi Jay, some very interesting stuff, thanks. ... how do you think my cable will hold up when people start trading billions/trillions of bits of DVD data on @HOME's network?" It's another example of an unexpected, new application that doesn't fit the 1996 vision upon which your network was built. It's going to be a serious matter that may spawn yet another tier of service, or one that might be administered in some fair-waited queuing technique so as make it take longer to download, for the purposes of keeping the channel open for others. In other words, it may be throttled in a way to abide by the dictates of overall traffic dynamics on a given segment at any point in time. Today, for the most part, these traffic management capabilities don't exist on cable networks. And where they do exist, they haven't been invoked, at least not that I'm aware of. But they are available. In the end, however, if you have a majority of users doing this and other still-to-be-unveiled applications, even sporadically on average-sized coaxial cable segments, you may very well be looking at performance on a par with a 2B+D ISDN (115 or 128 kb/s), or 56kb/s modem, if not worse. But when the channel is relatively idle, naturally, it will take place in accordance with straight arithmetic prediction. FAC

To: JayPC who wrote (455)	7/21/2000 11:57:25 AM
From: JayPC	Read Replies (2) \| Respond to of 46821

Enron, Telus, and Blockbuster to offer VOD to your TV over ADSL. Telus signs agreement with Blockbuster and Enron Telus Corp T Shares issued 177,634,059 2000-07-18 close $44 Wednesday Jul 19 2000 Mr. Nick Culo reports Telus has signed an agreement with Blockbuster Inc. and Enron Broadband Services to conduct a trial service of streamed real-time video in early 2001 in British Columbia. The service will deliver feature-length movies from Blockbuster to the televisions of 5,000 Telus high-speed Internet customers, taking advantage of Telus's ADSL network and a DSL-enabled set top box. "This agreement is an important step for Telus in advancing our Internet and portal strategies," said Roy Osing, executive vice-president and president, Telus Advanced Communications. "Our plan is to continue to partner with leading content providers as well as to leverage our ADSL network infrastructure and portal strength to deliver both free and transaction-based content such as video, audio, animation, concerts, sports and other live events to Internet and ADSL customers." Following a successful trial, Telus will launch a broadband commercial video-on-demand service on its Internet portals that will be adapted for broadband customers. The Telus portal network currently consists of MyBC.com, Alberta.com and the soon-to-be launched Toronto portal. The commercial service will enable customers to choose from an extensive library of videos through their televisions and enjoy a better than VHS-quality viewing experience. "Streamed real-time video is an exciting example of the allure of broadband services," said Mark Schnarr, Telus vice-president of Internet services. "The convenience is what makes it so attractive -- customers can watch what they want, when they want." Blockbuster Inc. (NYSE: BBI) is a publicly traded subsidiary of Viacom Inc. and is the world's leading renter of videos and video games with approximately 7,200 stores in the United States, its territories and 26 other countries. The company can be found on the Web at www.blockbuster.com. Viacom Inc. is one of the world's largest entertainment companies and a leading force in nearly every segment of the international media marketplace. Enron Broadband Services is a leading provider of high-quality, high-bandwidth delivery and application services. The company's business model combines the power of the Enron Intelligent Network, Enron's Broadband Operating System, bandwidth trading and intermediation services, and high-bandwidth applications to fundamentally improve the experience and functionality of the Internet. Enron's Broadband Operating System allows application developers to dynamically provision bandwidth on demand for the end-to-end quality of service necessary to deliver broadband content. Enron has also created a market for bandwidth that will allow network providers to scale to meet the demands required by increasingly complex applications. Enron Broadband Services can be found on the Web at www.enron.net. Interesting on a few fronts. Would blockbuster only be able to stream Viacom titles (thier parent) or does purchasing the right to rent a movie give you the right to broadcast it. Secondly, I can't imagine the network holding up well in a larger center where you could have 10000 people downloading movies on a Saturday night. Thirdly, its a streaming video service, how many people will stand for a pause in the stream during "net congestion" right when Clint Eastwood is asking the Punk if he feels lucky? Regards Jay