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Technology Stocks : Harmonic Lightwaves (HLIT) -- Ignore unavailable to you. Want to Upgrade?

To: Mad Bulgarian who wrote (2079)	4/15/1998 7:51:00 PM
From: Hiram Walker	Read Replies (1) \| Respond to of 4134

Tony, there is really two markets here,one fundamentally sound,and one totally tulipped to the teeth.There are lots of institutions buying HLIT,thats what is holding the stock up. Hey I thought this was interesting reading. It seems @Home and the like,have a network,where the bandwidth is wider at the edge,locally. Now who is doing that for TCI with a DWDM system? Also it seems multicasting is hot,and who announced at NAB a new Multicasting system? Seems we are right where we want to be,now is the time to do it,HLIT. The new distributed networks correct a key shortcoming of the legacy Internet by placing content closer to users. That distribution cuts delay, improves other performance factors, and minimizes use of precious backbone capacity by allowing millions of users to travel only down the street, rather than long distance, to visit Web sites. "Bandwidth is cheaper and performance is better when you make it local," says Bowman of Exodus Communications. "A London user coming all the way to California for a Web page is silly." The result for @Home is a network design that's diametrically opposed to the Internet. "@Home actually has the most bandwidth at the edge, less regionally, and even less in the backbone," Medin says. "The network itself must decide which data is available locally, and we can do that because of intelligence at every layer." A cast of millions The endgame for all this activity is to figure out a way to virtually limitless quantities of data--including interactive video services--to the mass market. There's absolutely no question that today's Internet is a technological dead end--witness the performance problems caused by last year's killer application, push technology. Compared with the envisioned interactive video services, push amounts to a single drop in the demand bucket. The very real threat of traffic overload is prodding Internet builders to revisit and deploy the IP multicasting protocols developed a decade ago by the Internet Engineering Task Force. IP multicasting utilizes UDP/IP, instead of the dominant TCP/IP unicast protocol, to transmit a single file or stream to a list of network destinations. Guided by a complete list of subscribers' IP destinations, the single stream leaves a server, then splits itself repeatedly wherever a router table confirms that down this or that tributary lies at least one recipient on the list. Current implementations can reach several hundred thousand addresses with a single transmission, and vendors promise to reach millions this year--a process a million times more bandwidth-efficient than delivering a separate unicast from one server to each of a million users. We are here, we are way ahead of anyone,and we will win the fiber optic battle. Tim