Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Frank A. Coluccio who wrote (4876)	1/17/2002 3:58:19 AM
From: axial	Read Replies (1) \| Respond to of 46821

Hi, Frank - Well, that was a head-scratcher.>g< "Jim, you made a number of good points, imo, w.r.t. the uncertainties that exist going forward. I'm not sure if we covered this before, but there is a good white paper by The Shosteck Group that puts many of these issues into perspective very nicely, imo. It's titled: "Lessons from Metricom and Mobilestar: Success Factors for The Portable Internet Access Market" shosteck.com; Was that perhaps an ironic reference to this post? Message 16904534 Hope my post didn't violate some unknown rule; I had no commercial purpose in pointing to the Shosteck source; it's just that I have found them to have a good analytical sense on where these emergent, supposedly convergent technologies are divergent. A year ago, I ran into the phrase "piranha networks" in a Euro wireless article; it was the first I had heard of the term. Elmat and I got into a backchannel dialogue on the matter: the Shosteck Group was even then advising investors on the phenomenon, though not publicly. Since then, they have continued to analyze the matter, and I find their comments worthwhile: without hype. In a larger sense, wondering which ways things will go in the network biz, and it seems to me, lately, that we might seek clues in what the emerging sources of traffic might be, and how they are likely to affect carriers. Many discussions have focused on traffic growth, and technology at the core. But they don't seem to be giving any signs of direction - at least, not to me. And so, I thought it might be helpful to go beyond the core, to the edge - to possible winners, and work back from there, to the core. For instance, recent events have pointed to the importance of redundancy, decentralization, and the ability to quickly re-establish connectivity. Certainly, more ubiquitous use of wireless variants would be helpful in The Last Mile: especially, broadband wireless. What does the potential growth of broadband wireless in TLM (siphoning some, later, more traffic from the incumbents) say about the oft-predicted death of ATM, for instance? How "real" is the Piranha phenomenon? And how long is all this stuff (universal IPv6 connectivity, 4G, ubiquitous broadband wireless, etc) gonna take? And so on... Anyway, Frank, my only purpose in posting the article was to point readers to a good (and free) source. My apologies if the post was inappropriate. Best regards, Jim