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Technology Stocks : Ampex Corporation (AEXCA) -- Ignore unavailable to you. Want to Upgrade?

To: flickerful who wrote (6274)	3/16/1999 11:17:00 AM
From: Sam Citron	Read Replies (2) \| Respond to of 17679

Ugh. Do you mean to say AXC is competing against Inktomi as well? What are the odds of winning? Here's a portion of an interview with Inktomi Chief Scientist, Eric Brewer, published by Thestreet.com 3/5/99: TSC: Do you have any plans to roll out new services on Inktomi's traffic server? Eric Brewer: The original value proposition was that the traffic server reduces user response time and saves bandwidth and operating costs. The key insight now is that the server is a general-purpose piece of scalable software that's touching all of the user base. And that's unique in the industry because most things that touch the bits are hardware-centric like routers. And they can't actually do much to the things that they touch. All they can do is route them. Down the road, we expect to offer lots of interesting value-added services on the server. For example, if you want to do audio and video streaming, the cache becomes the splitter point for live streams, and it can also do streaming right out of the cache. TSC: As broadband rolls out over the next few years, won't that decrease the demand for caching services? Brewer: Ironically, it doesn't. It's actually the complete opposite. We have extreme uptake of caching in the high-speed last-mile sector. Basically, any high-speed last mile has to have a caching solution, and pretty much all the major players do. TSC: Because? Brewer: They're only solving the bandwidth problem for the last mile. We can stream out high-quality video from the cache to the end user in a way that's not possible without some type of clever software at the other end of the pipe. By the way, @Home's (ATHM:Nasdaq) design from the very beginning was to have extensive caching in the architecture. And it's still one of their value-adds. In the long run, there's going to be a lot of broadband, and that'll be good for Inktomi because we can do a lot more with that bandwidth than anybody else can. We might even show off a bit... thestreet.com