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 : Silkroad -- Ignore unavailable to you. Want to Upgrade?

To: Sector Investor who wrote (187)	2/8/1999 8:42:00 AM
From: Frank A. Coluccio	Respond to of 626

Thanks, Sector. Unfortunately, one cannot always separate the hype from the prospect itself. AMZN had its fair share of hype, too. But your message is well taken. Regards, Frank Coluccio

To: Sector Investor who wrote (187)	2/8/1999 9:21:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 626

p.s. - continued from previous post: Sector, I didn't see the other part of your message until just now. Re: George G's comments, I believe that I partially corrected, or at worst, I clarified, some of the assumptions that were made there in another thread, somewhere on another board. Full motion NTSC video, in the analog state, when encoded into native uncompressed digital format, yields a bit rate on the order of 170 Mb/s, average, to accurately convey. This "data rate" could vary from vendor to vendor, but the normal bit rate is usually on the order of between 150 Mb/s and 200 Mb/s for commercial quality video which is rated at the NTSC standard. And HDTV can be several multiples of this. When NTSC is compressed using MPEG, this is reduced dramatically, and with varying degrees of penalty in quality, this bit rate can be taken down to between 1.5 Mb/s and 6.3 Mb/s, nominally. The higher bit rate [beyond 150 Mb/s] is the rationale that I came up with, in order to justify between 20 and 30 Gb/s throughput, from my recollection. I may be off and I'm in a hurry right now, but that's what I recall. I can not, however, come up with 93Gb/s, by any measure, unless they are using a coding technique that I am unaware of, or unless they are "over-sampling" their content on the medium, which is a common technique in digital schemes. Also, there may have been "overhead" channel assignments that are used for synchronization and management, that I am equally unaware of. All speculation on my part. SR has folks, both investors and principals, tuning into this channel. Perhaps one of them can do a little leg work on this one and get back to us, or to me personally if they wish to remain anonymous, via email, to explain this discrepancy. But the reality is that the much lower speeds that were talked about in the associated Gilder links (to your second part of the post) are far short of real world (uncompressed) formats. They made a good argument, but they were not native speeds by any means, either. FWIW, Frank Coluccio

To: Sector Investor who wrote (187)	2/9/1999 9:07:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 626

Sector, This relates to the post on the CIEN board that you pointed out to me the other day: Message 7685663 As I had suggested, I was contacted by an interested Silk Road investor, and they reminded me of something concerning the demo that I lost site of, over time. Here's what they had to say: ____________ "[Frank,] "In response to the calculations that people have been doing on the thread regarding the tests, everyone keeps mentioning 144 channels of programing. I believe SR's demonstration was for 840 channels of programming. They used 144 TV sets for the demonstration because two banks of 840 TV screens would be a bit cumbersome. SR's websight has the news release that explains this. "That seems like it would bump up your high-end calculations to the numbers that SR claims. Other than that, I have heard postive rumors, but no actual news. I do believe that they have had lots of large corporations visit their facility. "One reason I am getting more optomistic is that I feel that if the equipment did not show some promise I would think there would be rumors and negative information coming out by now. [Regards, ...]" ______________ I think that if you combine the above with the more realistic throughput rates associated with commercial grade video that I spelled out in my post... Message 7712844 ...then, things start to come into clearer focus, making the SE claims more plausible or likely. Hope this helps to clarify the particulars about the demo, at least. All, I suggest that if anyone has any further questions conerning this matter, they should by all means contact the company directly and report back here with their findings. I'd like to hear more on this, one way or the other, myself. Ciao for now, and Regards, Frank Coluccio