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Technology Stocks : America On-Line (AOL) -- Ignore unavailable to you. Want to Upgrade?


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



To: Bridge Player who wrote (7860)3/25/1999 7:11:00 AM
From: Venditâ„¢  Respond to of 41369
 
You know how to access profiles! I am truly impressed, Vendit!

Well what can I say......I just love doing research. Sometimes I even research a person's handle profile.

Take care............Vendit



To: Bridge Player who wrote (7860)3/25/1999 11:29:00 AM
From: Bridge Player  Respond to of 41369
 
For those AOL fans who missed the opportunity to buy on the dip last couple of days, and who are eligible for naked option writing in their accounts, you still have an opportunity to (potentially, at least) buy the stock at around 96. The AOL May 100 puts, symbol AOOQT, are bid at 4. But then, such a piddling return, when they expire worthless, is probably not of much interest to AOL longs........

BP