The theme of "wiredbrain" is that the "new world orders" are global connections between utility network computers.
Like the human brain, the internet's
packets system can reconfigure itself to work even after portions were
destroyed. Using the noise-prone analog circuits of the time, it was impossible
to build the necessary switches. Baran concluded that all the traffic would
have to be digital. Moreover, the digital traffic would have to be broken
into short message blocks now called "packets," each containing its own
routing information, like
a DNA molecule, and able to replicate itself correctly whenever a transmission
error occurred. With many additions and permutations, his original design
is today termed the Internet, click here for the emerging history
( click for default home page )
http://www.wiredbrain.com/NEXUM.htm
http://www.wiredbrain.com/nano.htm
http://www.wiredbrain.com/symbian.htm
http://www.wiredbrain.com/broadband.htm
High Speed Internet by Soliton
This is your
entry point to access different pages within your Virtual Office. at http://www.wiredbrain.com/ As
dreams are made on, and our little life - Is rounded with a sleep. WIREDBRAIN
SITE AS OF TODAY'S
NEWS about Networks and Communications VISIT
The Wiredbrain Synergy Site Papers.htm
picks up news from May 15th on and continues from there to Wiredbrain's
application to the Minning Company The new pointcast
wiredbrain channel Networks.htm about
the China Connections. Global Money as well as communications. The concept of a virtual organization - of a transitory network of individuals coupled together by advanced communications technologies - continues to grow in prominence. However, a lack of detailed, real-world cases poses a significant problem when attempting to analyze the business potential of linking remote workers in patterns of virtual organization. Such a lack of examples
is particularly acute within the small business sector. A case study of a UK-based SME - Cavendish Management Resources - is presented. Both practical and theoretical insights into new flexible patterns of organization in the small business sector are presented.FROM
Since 3/15/1995 ( about 100 per day - 50 % of actual count )
FastCounter
by LinkExchange
OPEN HOUSE Visit Netscapes Virtual Office
(
GUIDE MADE BY ALTAVISTA TO
NOW (DONE NOW) advanced search add key words
to search site
Key Word "wiredbrain" HotBot
has most of the 365 synergy Documents
GO TO:
MESSAGE CENTER
Contents:
use : url:wiredbrain.com and "any key word"
first check into
Synergy Site keys to knowledge and information
Click here for the emerging history
Britain's Keele University, and from Cavendish Management Resources (CMR), of a "3-D Memory System" that promises 3.4 terabytes in a device the size of a credit card it costing about $48!!
Fast transportable records means a whole new world of record keeping and economic transactions. Indeed the time has come for
Lugar Plan To Replace the Income Tax With A National Sales Tax Since other countries use the VAT, exports are taxed less ( exports don't pay VAT ) and imports are TAXED more. This transfer social overhead costs ( welfare, health, defense) away from exports and onto imports. Also DO AWAY WITH THE IRS !
The core of communications is the base of the
next revolution. Satellites connected to
earth stations with super broadband wireless and cable connecting to "smart universal modem ( or digital connection to replace the analog )s" for network computers and universal communications utilities including TV.
Investors are treated as children who sell low due
to fear and panic and buy high, the last to jump on board. The old
buy and hold is really dumb. Use stops to sell in down markets,
buy when the market is down. Down can be seen from looking at the charts.
My Portfolio
Just follow
Bandwidth arrives from the sky,
The
COMs
Helius
and MediaOne--and companies like them--view their products and services
as a way for corporations to increase broadband access in a cost-effective
manner. Helius makes DirecPC Network Edition, software for NetWare that
integrates Hughes Electronics Corp.'s DirecPC satellite Internet service
with LANs (local area networks). The company announced it will ship a new
version compatible with Windows NT and Linux this month.
How will wireless communications drive and be driven by the convergence of computing and Internet applications? Ericsson will introduce CyberLab and its strategy for collaborative partnering; discuss data initiatives; broadband networking; and Internet telephony. Discussions include presentations by Ericsson development partners including A.H. Belo, Hewlett-Packard, Juniper Networks, Marimba, Mariposa, Moonfire, Oz, Silicon Graphics and Sun Microsystems.
A lunch panel, from 12:30 p.m. to 2:30 p.m. will discuss the business case for wideband wireless Internet access. Panelists include: Ann Kirschner, vice president, NFL Interactive; Chris Cooper, president, Quote.com; Jonathan Rosenberg, executive vice president/technology, C/NET; and Bob Pringle, president, InteliHealth, a partnership with Aetna U.S. Healthcare and Johns Hopkins University and Health System.
Two-Day San Francisco Event Includes Internet Partners Discussing Convergence Strategies
NEW YORK, Nov. 4 /PRNewswire/ -- Ericsson today announced that it will hold a Convergence Conference Nov. 11-12, 1997, at the Clift Hotel in San Francisco. Addressing Ericsson's Internet initiatives and strategies, and its technology for Third-Generation digital Wideband Wireless Multimedia systems, the conference features executives from Ericsson and leading computer and Internet companies.
(Direct Broadcast and other wireless
see below ) from cable, from the power lines, from new
phone technologies ( ADSL modem ( or digital connection to replace the analog )s, which provide throughput speeds of
about 6 mbps) then it will be possible to buy or rent a super modem ( or digital connection to replace the analog ) that
turns my monitor into a digital TV
and my computer into a smart terminal ?
For
the late breaking news see Cable
modem ( or digital connection to replace the analog )s.
MS
eyeing TCI investment By Lamia Abu-Haidar October 15, 1997, 2:55 p.m.
PT
update Microsoft (MSFT) may invest up to $1 billion in PAD Inc. (TCI) (TCOMA), one of the nation's largest cable operators, the Wall Street Journal reported today.
The deal has not been finalized yet, people familiar
with the negotiations told the paper, and may still fall through. But as
TCI prepares to make a large investment in the next
generation of digital cable boxes, which would provide high speed Internet
access as well as digital TV channels, a deal with Microsoft would provide
the company with much-needed financing.
A few billion in Cable modem ( or digital connection to replace the analog )s (
below) should make a difference.
In the meantime POT ( plain old copper wire telephone ) may still have some life in it.
Hayes will demonstrate at NetWorld+ Interop in Atlanta prototypes of two ADSL (asymmetric digital subscriber line) modem ( or digital connection to replace the analog )s, based on PCI network interface cards from Alcatel Network Systems and ATM (asynchronous transfer mode) technology from ATML, with whom Hayes recently signed a licensing agreement. Hayes will be announcing prices and availability at the show, according to officials of the Atlanta-based company.
My guess is that the big communications companies will
provide "backbone" but also direct service, the first markets are the large
international companies who now contract for semi-private global networks,
and local providers that offer a complex variety of connections. Cable
has a head start, but Direct Broadcast can "leap frog" with wireless
broadband uplinks, ( it's easier to download quickly to your site but the
return link is difficult on traditional cable or Direct Broadcast systems
), here ADSL can offer small business, small ISP's, and a few households
an alternative to T1 or T3 type lines at about 10% of the cost. You can
have everything with Direct Broadcast, digital TV
500 channels down-link and 6 Mbps returns on the phone line or even more
on broadband. The question is price, and prices are going down fast.
The best guide to the future
"Since each new minicell can use all the frequencies
currently used by a large cell site, the multiplication of cells achieves
a similar multiplication of
bandwidth. Finally, the Steinbrecher receivers can accommodate the
coming move into higher frequencies. Banishing once and for all the concept
of spectrum scarcity, these high-dynamic-range receivers can already handle
frequencies up to the "W band" of 90 gigahertz and more. "
" The future of wireless
communications is boundless bandwidth,
accomplished through the Shannon strategy of wide and weak signals, moving
to ever smaller cells with lower power at higher frequencies. The PCN systems
made possible by Qualcomm and Steinbrecher apply this approach chiefly
to voice and data. Recent announcements by Bossard and Hovnanian extend
the concept to television video as well. Last December, they disclosed
that their company, Cellular Vision, was already wirelessly delivering
49 cable television channels to 350 homes near Brighton Beach, Long Island,
in the 28-gigahertz band. They declared a plan to soon sign up some 5,000
new customers a month all over New York. Among engineers in cellular and
cable firms, Cellular Vision ( CVUS ) evokes the same responses of incredulity
and denial familiar at Qualcomm (QCOM) and Steinbrecher."
Communications now has it's own Moore's law, the cost per unit drops by 100% and the number of units double every 18 months to two years. By the year 2000 the earth will add more communications capacity and content each year than has existed from the beginning of time on this planet and capacity and content will continue to double every few years from that much bigger base. That's what I call a growth industry !
See Moore about factors of growth in transistors over
a generation: Intel
ProShare® video conferencing product line. Mr. Gelsinger discussed
the Balanced PC Platform.
BUY LOW, SELL HIGH go to List of todays
Seems too obvious to say but people are sold on the basis that some stock has gone up. Interesting but too late. What you need is a stock that is going up in the future not the past.
Second, what caused the crash 10 years ago was the use of index futures as "portfolio insurance", when the market started down people ( computers) sold stock and bought puts. To sell short means you are betting the price will go below the price you sold at, so you can buy to "cover", and keep the difference. If you sell short MSFT at 137 and the price drops to 127 you make 10 points.
.
MONDAY NOV 3rd 8 AM
The S&P 500 opens up from 914.62 to
936 UP 22 or 2.4 % at 9:45 Monday Nov. 3rd ·
938.99 Change +24.37 pt.. (+2.66%) Prev Close 914.62
Hang Seng HK up + 2.52 % Straits Times up FTSE up + 1.18 %
P= [ GLOBEX
+F )/2 where P is the S&P 500 for the first hour
F = foreign Markets (Hang Seng, HK +2.25, FTSE 1.18 )/2 = + 1.75 Globex at 8:30 = 936 up 22 or 2.4 % Average = 2.0 % or up 19
ACTUAL at 918 at 9:45 the Globex was right at 9:00 and contains information about foreign markets. By 11:30 the Market was back to almost flat, 906, but the GLOBEX still was at 918 - then started back up.. looks to me as the market bounce is due to foreign buyers and accounts being balanced from over night actions, replacing or clearing inventory than about 11:30 the regular buyers and sellers make up their computer aided minds about specific buys and sells.
September Picks were communications, wireless
and broadband ( mixed results )
October will be cable modem ( or digital connection to replace the analog )s and the provision of services
on cable and Direct broadcast systems - critical mass is just around the
corner. 3Com, Bay Networks Inc., Cisco Systems, Intel, Motorola,
NextLevel Systems (formerly General Instrument) and Scientific-Atlanta.
Broadcom is a worldwide leader in
the broadband communications market, providing integrated, system-level
silicon solutions to manufacturers of 100Base-T networking, cable modem ( or digital connection to replace the analog ),
digital cable-TV set-top box, xDSL and digital broadcast satellite equipment.
.
http://www.msnbc.com/news/116303.asp#BODY — Orbital
Communications Corp., a unit of Orbital Sciences
Corp., Reston, Va. In 1994, ORBCOMM was authorized
to receive 36 licenses in an initial round of Little LEO licensing. It
is seeking an additional 12 from the FCC.
The non-profit entity,
which provides technical assistance to developing nations, was assigned
one license in 1995 and is seeking an additional license.
( USER WIREDBRAIN PASSWORD SYNERGY) New wireless
subscriptions have yet to eclipse the number of new terrestrial lines.
There were 716m subscriptions for new fixed lines in 1996, compared with
137m for mobiles. But mobile subscriptions are growing at 50 per cent a
year while the number of fixed lines is expanding by 10 per cent. Mobiles
could overtake fixed phones by 2003 or 2004. In some developing countries, including China, cellular growth is already higher than "wire-based" growth. "In another decade the only reason to have your phone tethered to the wall will be because you need high speed data communication," says Mr. Richard Kramer, telecoms analyst at Goldman Sachs in London. "Voice communication will be mobile." |
The chinese MPT actually operates 40 million lines, (approx. 2.5 lines per hundred inhabitants) and has fixed itself an objective to reach five lines per hundred inhabitants by the year 2000. On the industrial side, the main supplier to mainland China for public switches is
Alcatel (about 48% market share); ALA : ALCATEL ALSTHOM (NYSE)
following is Siemens (12%), SMAWY : SIEMENS A G (OTC: BB) 68
Ericsson (11%) ERICSSON L M TEL CO ADR CL B (ERICY)
48 1/2
and Northern Telecom (8%). NT : NORTHERN TELECOM LTD (NYSE)
In the mobiles, several provinces have adopted the European GSM standard.
China will add 200 million phones
ASAP..
China's telecommunications market has become the fastest
growing market in the world. Each year, some 20 million phones are added
to the national network. The number of cellular phone subscribers exceeded
10 million by mid-1997. According to China's Ministry of Post and Telecommunications,
by the year 2000, China's PSTN switching capacity will exceed 170 million
lines, with more than 20 million mobile phone users.
NEW YORK - Satellite
maker Loral Space & Communications Ltd. says it has agreed to buy
Orion Network Systems Inc. -- which has a satellite system set to provide
communications services to 85 percent of the world's population. "Orion
complements and extends our current resources in Skynet, Globalstar and
CyberStarr, contributing a key networking capability positioned to serve
the fast-growing, multibillion-dollar corporate data and Internet markets."
"Skynet provides satellite services to broadcasting,
news media and educational customers. Globalstar, in which Loral owns a
38 percent equity stake, is one of several planned global satellite telephone
services and is set to go into service in late 1998. CyberStarr is a satellite-based
system that will offer a variety of low-cost, high speed data and telecommunications
services around the world "
These systems will attach to cable channels click able
information and services: The ability to buy directly from the commercial -
an online wallet will order directly from ads. The whole systems becomes a home shopping network;
Additional information and links to commercial home
pages;
Background information on news stories and sports:
On-demand Video - movies will be downloaded to Video
Hard Drives ( when the standards are finally established ) and charged
to run on a per day basis or be sold.
New services in banking, financial services ( stock
trading ) travel and hundreds of other new and improved products.
PC’s or NC’s plug into the Internet via network cards
and cable or Direct Broadcast modem ( or digital connection to replace the analog )s over mega-bytes connections -
multi-billion business will bring gains to
:
wireless upload loops
The Celestri System is Motorola's proposed communications network formed
from integrated family of advanced communications satellites, ground stations
and terrestrial equipment that is designed to provide a broad range of
multimedia, video and data services to communications carriers, multinational
corporations, small- and medium-sized business, as well as telecommuters
and other customers throughout the world.
What
is the Celestri System? (click on Image)
The The BIG picture long term ( 5 years )
Craig McCaw, 48, has a personal fortune valued at more
than $2 billion stemming largely from his role as founder of pioneering
McCaw Cellular Communications, which was sold to AT&T Corp. for $11.5
billion in 1993. Since then he has remained active in telecommunications,
taking a controlling interest worth nearly $700 million in Nextel Communications
Inc., a mobile radio services company, and founding Nextlink Communications
Inc., a competitive local exchange carrier. Nextlink went public last month,
and its stock has risen more than 60 percent, giving McCaw a stake valued
at $800 million. McCaw also is an investor along with Microsoft Corp. Chairman
Bill Gates in privately held Teledesic Corp., which plans to launch hundreds
of low Earth orbit satellites to form a high bandwidth
global data network. McCaw also controls Cable Plus, which provides cable
television service to apartment complexes.
TCI: chairman John Malone used the company's annual meeting to take a shot at Microsoft chairman Bill Gates. Malone chided Gates for attempting to be the only supplier of the new digital-cable package. "Bill has to accept the fact that he can't have total dominance here as he does in computers," said Malone.
The joint ventures come one day before TCI officials
are scheduled to meet with investors in New York to review plans to launch
a new class of stock, designed to track the performance of its international
and telecommunications businesses. The new class of stock, TCI Ventures
Group, will include Teleport Communications Group Inc., Sprint Spectrum
LLP, @Home Corp., and Tele-Communications International Inc. Unveiled in
June, the stock is scheduled to become effective Sept. 10. However, shares
are trading on a when-issued basis at about 19-1/2, above the 17-1/2 price
of TCI's class A
Cablevision Systems Corp. and @Home Corp. have agreed
to form a strategic alliance to deliver high speed Internet service to
key East Coast markets including New York, Boston, and Cleveland, both
companies said on Thursday. The deal is similar to those struck with @Home's
founding partners: Tele-Communications Inc., Comcast Corp. and Cox Communications
Inc. It extends @Home's access to more than 50 million households in North
America.
The razor is almost given away in order that you buy
expensive blades that only fit that razor. Windows is almost given away
so you and developers are tied to Microsoft. Microsoft then can package
more expansive software built on its own systems.
The next generation of desk tops will be input output
devices where much of the programming is provided by the network. High
bandwidth
connections will force a convergence between computers, telecommunications,
and electronic media - desktops, telephones, and television. The central
piece of equipment for the consumer will be the universal smart "modem ( or digital connection to replace the analog )"
and video input/output device containing new powerful chips that can receive,
transmit and store graphic data at the speeds required by digital television.
The expensive networks are up-line from the consumer
- like they are in a television network or phone system. The expensive
universal, global networks are being built by a combination of Motorola,
WorldCom, Microsoft,
The News Corp, AT&T,
GTE, DEUTSCHE TELEKOM AG ADS 1 ORD (DT) and a few other national phone
systems. They involve high, middle and low satellites, earth stations and
broadband broadcasts. These systems can connect by broadband wireless
systems directly to "clients" by-passing existing telephone, cable
or broadcast systems or not.
DEUTSCHE TELEKOM AG ADS 1 ORD (DT)
This changes all the rules. Communications companies
can give away the "modem ( or digital connection to replace the analog )" in order the get clients for long distance telephone,
video conferences, 500 channel global television, Internet and company
information systems and control the central programs at the "server" rather
than on the desk top. The test beds are marine ships at sea, oil rigs,
global wireless phones for executives and CIA/NSA military applications.
NT 5.0 or Oracle, or Netscape, or others can provide "universal" servers
to manage the individual accounts of millions of "clients". There will
be only a few major servers. The companies that own the networks could
make the razors and can produce their own blades. Clients will have only
few choices. Once you sign up with a server you get what that server provides
-
With 100 million effective customers, now, and fees for complete packages of telephone, cable, Internet, plus new add on - base fees of $50.00 = 5 billion a month and 10 X the users waiting, 500 billion is not out of sight as annual cash flow - plus charges for software services, rentals, conferences and pay per view, - plus running your own bank, travel service, content providers, we are now getting to the $ 1,000 billion range split between no more than five global communications companies.
In the short term: ( less than two years )
Bay Networks' (BAY 37 11/16) LANcity LCP is currently the leader among cable modem ( or digital connection to replace the analog )s. Unlike most, LANcity modem ( or digital connection to replace the analog )s have a symmetrical architecture that transmits and receives at the same peak rate of 10 mbps.
Com21's ComPort uses ATM technology to transfer data
in discrete cells, or uniform packet sizes. This lets the ComPort transmit
mixed media and allocate bandwidth
more easily. The modem ( or digital connection to replace the analog )'s expansion slot supports plug-in modules for telephony,
wireless
networking, and interactive game upgrades.
Hybrid Networks' CCM-201 is designed to fit into any cable infrastructure. For cable systems that provide only one-way data transmission, the CCM-201 can be built with an internal analog modem ( or digital connection to replace the analog ) for upstream communications. For cable systems that support bi-directional data transfer, the CCM-201 can be built-- or upgraded- -to deliver upstream data rates of 512 kbps.
Designed for use with hybrid fiber-coax networks, Motorola's ( MOT 72 ) CyberSurfr uses the most common modulation scheme, 64QAM, for downstream data transmission. For upstream transmission, Motorola chose DQPSK, a more efficient digital modulation technique that's commonly used with cellular telephone systems.
For the majority of cable systems, which allow only
one-way data transfer, NextLevel Systems NVL ( 16 5/16 )offers the Surfboard
SB1000, an internal ISA expansion card. The Surfboard receives data over
the cable network and uses an integrated 28.8-kbps modem ( or digital connection to replace the analog ) for the upstream
path. NextLevel software initiates the PPP link over the telephone network
and sends requests back to the network servers at the cable plant.
Terayon's TeraPro external cable modem ( or digital connection to replace the analog ) uses a symmetrical architecture, sending data upstream and downstream at the same 14-mbps rate. Consequently, the TeraPro is a good fit for bi-directional applications, such as videoconferencing and interactive gaming.
Zenith's ( ZE 9 1/2 ) HomeWorks Universal cable modem ( or digital connection to replace the analog )
uses a symmetrical architecture to transmit data at speeds up to 4 mbps,
to and from the home computer. The modem ( or digital connection to replace the analog ) uses BPSK (biphase shift keying)
for data transfer in both directions. Although BPSK is less susceptible
to noise than QPSK or 64QAM, it's also less efficient.
Wink Communications ( www.wink.com),
headquarters in Alameda, California with a subsidiary in Tokyo, was founded
in 1995 and is focused on adding interactivity to mass-market consumer
electronics. Compact software development is a core competency of the company.
Investors include General Instrument, Scientific-Atlanta, Toshiba, NTT
and Benchmark Capital.
ORCKIT COMMUNICATIONS LTD (ORCTF) Last Trade: 17 5/16 Orckit Communications (Nasdaq: ORCTF) announced today that in a recent test of ADSL modem ( or digital connection to replace the analog )s, Orckit's modem ( or digital connection to replace the analog )s achieved the best performance among seven xDSL vendors who participated in the testing.
Tele-Communications Inc. is traded through the TCI Group and the Liberty Media Group common stocks. TCI Group is traded on the Nasdaq National Market with Series A and Series B TCI Group Common Stock, under the symbols of TCOMA and TCOMB, respectively. Liberty Media Group is traded on the Nasdaq National Market with Series A and Series B Common Stock, under the symbols of LBTYA and LBTYB, respectively. Tele-Communications International Inc., which is traded under the symbol TINTA, is attributed to the TCI Group. TCI Communication's Inc., the Company's domestic communications subsidiary, trades its Cumulative Exchangeable Preferred Stock, Series A on the Nasdaq National Market under the symbol TCICP, its Trust Originated Preferred Securities ("TOPrSsm") on the New York Stock Exchange under the symbol TFI/pr and its trust preferred securities on the New York Stock Exchange under the symbols TFII and TFIV.
There is a legend in organizational literature about how the Railroad companies missed the train ( boat ) to the future.
They were so focused on "running the railroad" that they failed to see the opportunities in truck, planes, boats, phones, wires and oil.
There could have been Southern Pacific Airways or Union Pacific Steam Ships, trucks and planes but the companies saw themselves as "running the railroads" not the transportation of people, or goods or information moving business.
The industry is INFORMATION TECHNOLOGY
They are NOT in the software business, they are not in the Computer Business, they are not in the Television Industry, they are
Telecommunications, they are
If there were any slim chance this market would take off big in the next two years, it has been killed by a deluge of competing announcements, each one incompatible with all the others. Let me see if I can make some sense of the different approaches. ( He doesn't because it's the modem ( or digital connection to replace the analog ) not the content at this time ... We are talking about different things - but people can get confused )
" Their official names are Sun, Oracle and Microsoft.
But you can call them Dumb, Dumber and Dumbest.
All three companies want to own the operating system
for set-top boxes (the "converters" that sit on a TV
to let it surf the Web). Whoever creates the standard can charge a royalty,
the way Microsoft collects for each PC with Windows. And can manipulate
the standard to give itself an advantage, the way Microsoft used Windows
to get ahead of Lotus and WordPerfect. "
This OS on the TV is NOT, NOT the issue.. It's NOT
A PC way of looking at everything. The new media is NOT a computer, it's
not a server, it's not a TV,
it's not a terminal, it's not a telephone, it's not a Video conference
tool, it's all of these and something NEW...
First the bandwidth,
then the applications, then the hardware, then new applications and so
on....
The stock market has a hard time in keeping up with
the future. The price of stocks can not reflect the true realities of tomorrow
because NO ONE KNOWS or can know. If the mega bucks depend on the future
then how are stocks valued today ? They do not reflect the discounted value
of future earning - but depend almost completely on
This is where companies such as Intel come in. "Our main expertise is in the area of microprocessors, and media issues such as digital transmission," said the Intel spokesperson.
"We do believe that set-top boxes will require high-performance
microprocessors to provide the best service to customers.. it takes a good
deal of [computer] intelligence," he added. In a future cable-based set-top
box, both movie video and broadcast video may arrive in MPEG-2 format along
with Internet data. A processor will be required to handle all this data.
Intel said today that it has submitted a proposal to Cable Labs with the
aim of establishing "open" standards for set-top boxes and digital TV.
The proposed set-top technologies would allow high speed Internet access
as well as digital video services on TVs.
At the receiving end of the NCI-Intel proposal is Cable Labs, a research and development consortium. Its members include many of the largest cable vendors, and it has established a project called "OpenCable" aimed at creating "a new generation of set-top boxes that are interoperable," according to a consortium statement. Members include Adelphia, Time Warner Cable, and Comcast. (Microsoft recently purchased a ten-percent interest in Comcast.)
Reflections out of the blue sky: For Faster, bigger, cheaper: vs. even much cheaper, even smarter, much simpler systems synergy
More of the same - but bigger and better is the image from Intel/Microsoft, well maybe: there is certainly some more GEE WHIZZ stuff coming.
There are alternatives to buying new PC's with all
the new bells and whistles. There will be ways to run more and more complex
and graphic programs without expensive and complex machines on the desktop.
It is not AND/OR but some of the same and something different ? I can't
upgrade my current 486 BOX because new systems require a new mother board,
new graphics, new memory slots. I might as well get a new machine !
Let's put it this way - which would you prefer ? Just keep what I have and shut up ! I will have to upgrade sometime...
Second, replace my 486 80Mhz 16 Mb RAM, 2 hard drives, modem ( or digital connection to replace the analog ), machine with a Pentium at "only" a $1000.00. BUT the new machine will need to be replaced within 18 months by Pentium II and other major new technologies - more integration into the CPU, different memory managers, different mother boards, BIOS, power management, graphics, Digital Video Drives - all NEW stuff will be here in 18 months to two years. So should I WAIT ? What do I need it all for ? I don't get into complex games - or graphics - or huge data files - This BOX can wait to be given to the children !
Wait ----
A third way !
When Bandwidth arrives from the sky, (Direct Broadcast
and other wireless see below ) from cable, from the power lines, from new
phone technologies ( ADSL modem ( or digital connection to replace the analog )s, which provide throughput speeds of
about 6 mbps) then it will be possible to buy or rent a super modem ( or digital connection to replace the analog ) that
turns my monitor into a digital TV and my computer into a smart terminal
?
My guess is that the big communications companies will provide "backbone" but also direct service, the big companies will contract for semi-private global networks, and local providers will offer a complex variety of connections - cable has a head start, but Direct Broadcast can "leap frog" with wireless broadband uplinks, ( it's easier to download quickly to your site but the return link is difficult on traditional cable or Direct Broadcast systems ), here ADSL can offer small business, small ISP's, and a few households an alternative to T1 or T3 type lines and everything with Direct Broadcast, digital TV 500 channels down-link and 6 Mbps returns on the phone line.
The single video card, hard drive and memory manager
can download programs when they are used. Instead of clicking on Word,
part of a 100 MB office suite package, I click on a Word Processor from
the web ( like Netscape's Communicator Java Editor ) and the document window
shows up faster than it does now. If I use graphics then that is called
up from the network - many as Java Scripts - that will run on almost any
platform. When I save my files, I save to my web site which won't lose
my files or run out of space. All of this for a flat fee - and no constant
upgrades. I can still keep my system cluttered with junk I don't use or
grow out of the need to have copies of my own but just a bookmark that
lets me get what I want, when I want it.
I think Intel and Microsoft are in for a wake up call.
The PC market will not continue to experience 20 % annual growth. The Chip
market will but not the PC market. Growth markets are in utility machines
for the masses. The Chip market will continue to grow but not the PC market.
Few want new and improved, few want to upgrade every other year, and the
many are fed up with overly complex hardware and programs that crash as
they say " contact your systems administrator " . I don't have a systems
administrator and don't want one to keep fixing the un-fixable. This is
what the N.O.I.S.E. is all about (Netscape, Oracle, IBM, SunMicrosystem,
and everyone else )
Intel
ProShare® video conferencing product line. Mr. Gelsinger discussed
the Balanced PC Platform.
Click
here
The Growth Area - Tele-communications - satellites
- earth stations - wireless - hybrid fiber cable Utility Communications
devices
The Connected - Global Communications for Business,
Military and Commerce
The Un-connected - developing markets
A Market of Stocks (vs. a stock
market) The only
way you do better than the average is having information beyond the average.
They depend on peoples unwillingness to be pioneers. Those on the frontier get shot with arrows.
Now billions of dollars, huge personal fortunes, the
rise and fall of great enterprises depend on complex technologies few understand.
Technology has become a horse race, the fastest win rather than a dog or
pony show where the judges reflect conventional values, where a horse of
a different color is unlikely to win. In the now systems of knowledge,
a 14 year old New Zealand boys solution to the millennium bug is just as
much in the race as the show horses from the most established stables.
The economics profession, the federal reserve, national planners, and the stock market is just learning to deal with this change in economic behavior. Microsoft Internet Explorer 4.0 and Netscape are working on a
Java Machine that will be the core of most new computer applications. Suites of application either on the "video" hard drive or on a systems server will run on these virtual machines, so will autos, and all kinds of "real" machines. This replaces Windows, Dos or other OS and MS knows it.
The communications industry, in fact all of Information Technology (IT) will provide applications, voice, video, data and word processing on the internet, intranet, extranets, are all built on this CORE system which provides on demand applications. This is the BIG picture. This is the central theme. This is the main thing. Do you "get it" ?
Review the technology with the central role of core systems clearly in mind.
The CEO of
USWest was quoted as saying that
"dead meat". Why? One suspect:
The Personal Communications Service. PCS promises wireless-phones at low-cost. Your 2 cellular carriers will be joined by 3 PCS carriers. PCS is a cordless phone you can take to work. Instead of cellular's high towers, expensive real estate and limited capacity, low-power PCS transmitters can be pole-mounted and backboned with CATV amps. Long distance operators
MCI PCS and
Sprint PCS, along with
PCS PrimeCo (owned by US West, Bell Atlantic, Nynex and Airtouch) have bet billions on the demise of POTs.
The Phone Companies are not standing still:
The
$50 Billion Nynex/BellAtlantic deal
The
Super Bell will be 2nd biggest phone company (after AT&T) according to
CNN stories and
B/Atlantic has been a leader in video delivery with wireless cable innovations like
The $20B
British Telecom/MCI deal
Life on Mars and the possibility of life outside the solar system, the combined forces of
MCI and
British Telecom may expand the telecommunications universe.
CNN and
TechWire have more.
Southwestern Bell (SBC) and California-based
Pacific Telesis did a
$16.7 Billion deal shortly after
The
Telecom Bill
Cable World, the new SBC-PacTel entity will control
30 million US phones with potential wireless service to 80 million.
MFS and Worldcom brings together local and long distance services and bundles in
UUNet, one of the largest Internet access providers.
The merger makes MFS Worldcom a "super carrier", competitive with ATT, MCI and Sprint for global domination.
US West's $11 Billion purchase of
Continental Cable, makes it the 3rd biggest MSO and
expands US West territory to 26 million homes, reaching 1/3rd of the country. US West paid some $2400 per sub for
mostly 1-way coax. In Europe,
TeleWest along with Nynex Cable Comms pass some 2.8 million homes. Europe, particularly the UK, leads the US both in
telephony on cable TV plant. Telewest's European
Cable Internet service is on a growth curve.
TeleWest may merge with Nynex for a united European offensive.
Bell Atlantic pulled out of their TCI merger due to high cost and alternative delivery techniques, according to Ray Smith on the
Charlie Rose show. If phone or cable rates get raised too high, consumers may find alternatives. In Portland, for example, consumers may get POTs from
MFS Intelenet or perhaps
Teleport Com Group (unrelated to my ISP). Other
Oregon telephone companies and
US Telecommunications companies may be competitors.
Rural residents may not be so lucky and agreeing on a model
for whom the bell tolls is tricky. RBOCs say POTs is subsidizing ISPs because Internet users tie up the lines.
Interactive Week has a
See
WAVO from
OCT. PICKS are cable and ASDL modem ( or digital connection to replace the analog )s
Earlier in the month, Broadcom delivered the same cable modem ( or digital connection to replace the analog ) system to its strategic partners, who include 3Com, Bay Networks, Cisco Systems, NextLevel Systems (formerly General Instrument) and Scientific-Atlanta. All of these companies have previously announced that they have adopted Broadcom's silicon platform and will use it as the basis for achieving multi-vendor interoperability.
Super
modem ( or digital connection to replace the analog )s for plain Jane phone lines
The launching of high speed ADSL (asymmetrical digital
subscriber line) technology marketing within a few months will revolutionize
the way businesses use the Internet, say promoters from GTE Northwest and
U S West.
Judging by the SkyForum conference in New York earlier this week, the satellite broadcasters are expending as much time and money arguing amongst themselves as they are fighting their nemesis, the cable industry, or attracting consumers to their DTH direct- to-home services.
EchoStarr Communications Corp,
USSB Inc.,
DirecTV Inc. and
Primestar Inc. do have genuine regulatory and
pricing concerns to do with their ability to re-broadcast local channels
and fees they must pay to transmit copyrighted material. They are also
confronting a myriad of local zoning laws which regulate the attachment
of satellite dishes to the outside of buildings.
However the consumer must these days jump an increasingly more complicated set of hurdles to get the kinds of services - on 400 channels or more - not available from their cable provider (if they have one). Once potential subscribers are confident they'll have access to the local channels they are accustomed to - seven out of ten prospects decide not to get satellite TV because they think they won't be able to receive local channels - they're confronted with a confusing choice of
C-band, Ku-band, DBS Direct Broadcast Satellite, DSS Digital Satellite System, digital TV, 24" dish, 18" dish, combined dish and antenna products just to make sure they really really want the service.
And at what cost? The SBCA Satellite Broadcasting and
Communications Association which organizes SkyForum believes more channels
is the reason why subscribers are signing up for satellite services at
the rate of 4,000 to 5,000 per day while very a small minority give their
dishes back. And by the admission of SBCA president Chuck Hewitt, the industry's
prime target are the 25 million US homes that are not currently served
by the cable companies, homes that at the moment can only receive broadcast
network channels, not the 65 million cabled-up homes. Sounds like a license
to print money? So why is the satellite sign-up curve flattening out? "Growth
despite confusion," is Hewitt's observation.
Collective strengths Although DTH can claim to be digital
TV and high speed internet- ready, it's doing little to press home even
these advantages. It'll cost the cable industry an estimated $300 per subscriber
to upgrade set-tops to receive digital pictures. There were no more than
a couple of sentences uttered about DTH's data delivery capability, such
as
DirecTV's DirecPC. (DirecPC's out at 30 beta sites and is expected to be available sometime early next year on a limited basis). EchoStarr chairman and CEO Charlie Ergen is the industry's most outspoken advocate, urging the companies to capitalize on their collective strengths:
digital TV-ready, clearer picture, massive choice of programming.
For the record, EchoStarr is hoping Washington will relieve the satellite companies from planned copyright constraints which would mean they have to pay $0.27 per subscriber per month to transmit copyrighted material, versus $0.09 per subscriber for the cable operators.
Primestar, owned by a bunch of cable concerns, and viewed as a ringer, thinks a dish for satellite and an antenna for local services is the way to go. USSB and DirecTV are hedging their bests. SBCA estimates between 4,000 and 5,000 new satellite subscribers are being added each day in the US, a rate expected to rise to 7,000 per day in the fall. It hopes there will be over 8 million subscribers by the end of the year. At the end of August subscribers to the older C-Band services totaled 2.16 million, down from 2.3 million a year ago. DirecTV's subscription base is up from 1.78 million to 2.8 million over the same period. Primestar (currently absorbing, pending Federal approval,
News Crop's US-based ASkyB assets), up from
1.4 million to 1.8 million and EchoStarr from 0.1 million to 0.7 million.
The total stands at 7.47 million and counting, though more slowly already.
August Picks were Satellite companies ( and did very well )
SEPT. so far stay with the winners and the Zacks ranking the LOWER the score the more Wall Street firms recommend a BUY the higher score = sell - I don't think much of these recommendations but they do IMPACT the market - under 1.7 is GOOD over 2.5 is BAD...there is grade inflation - wall street firms are very show to say anything bad about their product ( stocks) and firms that maybe customers.
TCOMA 500 23.375 23 3/8 0.0 $11,750.00 0.00 0.0
TCOMB 500 22.875 23 0.0 $11,500.00 0.00 0.0
LBTYA 500 33.00 33 0.0 $16,500.00
TSCP 2000 12.5 12 1/2 0.0 $26,250.00
TSCPW 1000 4.5 4 1/2 0.0 $5,000.00
ARTT 1000 10.375 10 3/8 0.0 $10,500.00
DGII 1000 14.875 14 7/8 0.0 $14,875.00
HKT 1000 18.312 18 5/16 0.0 $18,312.50
TOTAL: $114,687.50 $0.50
News powered by News Alert Inc. Delayed quotes powered
by PC Quote Inc. All stock quotes are 20 minute delayed and are believed
accurate
Copies of the SYNERGY JOURNALS sent by request: wiredbrain@earthlink.net Peter E. Pflaum Ph.D. , Headmaster GLOBAL_VILLAGE_SCHOOLHOUSE 225 Robinson Road, New Smyrna Beach, FL 32169 (904) 428-7924
