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

To: Frank A. Coluccio who wrote (596)	7/7/1998 5:29:00 PM
From: George Gilder	Read Replies (1) \| Respond to of 5853

Look at the Internet--a dumb network with best efforts delivery and no quality of service features. Its traffic has been growing close to tenfold a year, some 100 times faster than old network traffic with its guaranteed delivery and deterministic protocols. If my assumption is correct--that dumb all fiber networks (with various electronic controllers where needed, sure) will be at least ten times as cost effective and far more flexible in the face of dynamic technological change--then the great sucking sound will continue. Smart cells processed for the telco AINs with their 26 millions of lines of code will continue to swoosh down into the WDM fibersphere as they do today. The elasticities will mean that the dumb carriers will make more money and attract more capital. Bandwidth alone will assure better QOS and latency performance than smart networks can. In ten years, the smart networks will be a niche business used chiefly by paranoid bankers on their way out of business.