To: Bridge Player who wrote (7860 ) 3/24/1999 10:43:00 PM From: voop Respond to of 41369
Gilder dissing AOL technology as it relates to his telecosm model. Andreesen to the rescue? Gilder: It's a model where the network in the center has to be as dumb as a stone. You've got a dumb network in the center and, increasingly, the intelligence migrates outside to the desktop, to the palmtop or whatever. This means a change in the model that's currently emerging for Internet commerce and a lot of Internet operations. For example, take AOL. AOL is trying to put quite a lot of intelligence in the middle of the network and in order to do transactions as an AOL member you have to go through the AOL conduit, the AOL network. If you go to the same kind of material by some alternative route, you lose the benefits of being an AOL member and you lose the authentication that the AOL servers give you as you perform transactions at the same sites you might otherwise access through AOL. In other words, AOL is trying to combine conduit and contact. This violates the telecosmic model that says the network should be as dumb as a stone and the intelligence will mostly be on the edge of the network. AOL's going to find that, as bandwidth grows, it's going to be harder and harder to keep up with all the new fiber, WDM DOM systems being created worldwide. It's going to be increasingly artificial and a bottleneck to channel everything to AOL's big servers to create a trusted environment with an ID and a password and credit and debit access and all those functions. I believe that the next step in the evolution toward the center of the network dumb-as-a-stone/fringe-of-the-network-smart is that security will migrate to the device itself, whether it's the desktop computer, or a digital cellular form factor, such as the QualComm PDQ phone that will be launched next year with 2 megabit per second wireless links to the Net. varbusiness.com