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

To: EJhonsa who wrote (4854)	9/11/2000 3:32:54 AM
From: synchros	Read Replies (1) \| Respond to of 5853

Eric wrote: "Gary, I think that Gilder was suggesting something a bit different. He was predicting an era where advances in DWDM, all-optical switching, and long-haul transmission would allow individual internet users to get dedicated wavelengths on long-haul backbones for the duration of a connection. Thus, on such a backbone, while a routing device would be needed to set up the initial connection, the connection would act as a circuit from then on. So there'd be no need for high-speed routers anywhere except at the edge of these backbones...if you're laughing by now, I don't blame you." Eric, This is exactly the same read I get from the Gilder "waste bandwidth" mantra. Each user will have a circuit switched pipeline to waste as he or she wishes. That's one of the reasons he is so down on routers (except at the edge), cause all we'll need is switching. I guess you can sign me: I'll believe it when I see it. Synchros

To: EJhonsa who wrote (4854)	9/12/2000 2:42:51 PM
From: The Duke of URL©	Read Replies (1) \| Respond to of 5853

I hope that no one takes this the wrong way. In some regards, I do have a lot of respect for Gilder's work. However, like Gary, the more that I read his reports, the more I get the feeling that the understanding of intermediate-term (five years or less) technological realities, not to mention long-term business dynamics and consumer tendencies, don't factor into his writings as much as they should. Could it happen someday? Sure, why not? But to expect such a scenario to manifest itself before 2010, From the Report: ..."With the optical industry still in its infancy, vertical and horizontal strategies will prosperously coexist for a decade or so"... a decade or so would be pretty close to 2010, nes paz? :))