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

To: axial who wrote (24100)	11/22/2007 12:43:32 PM
From: Frank A. Coluccio	Respond to of 46821

Hi Jim. If you read between the lines of the article below, some revenue possibilities begin to manifest that were previously the sole province of wireline providers supporting VPN services, but now appear ready, or soon will be, for FMC use, as well. When these apps begin to proliferate, not only in living rooms, where FMC is presently being marketed, but on the road and/or wherever commercial applications dictate, as well, service providers will begin to see new possibilities emerge. Generally, the shift from wireline-based VPNs to mixed media types will call for features that are all billable. Even without exerting any effort on innovation, these services -- namely, DNS/directories, managed security, reliability and quality of service, will migrate gradually to a heterogeneous mix of interchangeable wired and wireless platforms. Add to the foregoing the myriad forms of business overlay networks that will also begin to leverage wireless in new ways -- e.g., ATM (teller) kiosks and LOTTO networks, e-Government, retail branch banking networks, utility SCADA apps used for monitoring and load shedding, automated meter reading (AMR), to name some of them. It's not merely the creation of these overlays in new and different ways, but also the new end user access methods that allow them to be used. The above, for the most part, are orthogonal to the usual mix of triple-plays we usually discuss here, granted, and I concede that there is some overlap where users must access them. Hopefully, without going into lengthier detail, my earlier allusions to areas where new revenue potential might exist makes a bit more sense. I should also note that these overlays are separate and apart from the clear channel capabilities that I argue carriers should be mandated to also make available to end users. In essence, "broadband" should allow end users to access managed services, but the "broadband" facility, itself, should be a transparent pipe, i.e., it should not be one of those managed services, other than to the extent that the service provider supports their viability. -- Providers of Managed Services Struggle with a Mass of Confusion Mike Vizar \| November 22, 2007 Although demand for their services is increasing due to the general shortage of IT people, providers of managed services still struggle with how to define and price their services, according to a survey published on Channel Insider. But they do know one thing: End point security is becoming one of the most sought after services. Article: ct.enews.eweek.com ------

To: axial who wrote (24100)	11/22/2007 2:33:02 PM
From: Frank A. Coluccio	Respond to of 46821

ps - in referring to automated teller networks, e-gov, workgroup collaboration, or any of the other forms of managed overly networks I discussed in the previous post, I was NOT referring to how end users would "necessarily" access those networks, per se. The latter might easily be handled through normal Web access, while others conceivably might require special security or access to unspecified proprietary features and attributes, hence dictating that a form of virtual private network access be used, as well, which are today sometimes pushed off to secured https destinations. But to my main point, I was referring to the network domains, themselves - i.e., the actual networks that would be designed, implemented and managed by service providers for their institutional/enterprise customers. And of course, as with traditional landline overlays, institutions might, as an alternative, elect to roll their own, as well. Whichever the case, the influences of mixed (converged) wireless-wireline capabilities will not likely be seen as a step function, but as a more gradual migration, small steps taken at a time resembling a continuous phase shift. ------