[80842] in North American Network Operators' Group
Re: what will all you who work for private isp's be doing in a few years?
daemon@ATHENA.MIT.EDU (Frank Coluccio)
Fri May 13 10:23:09 2005
From: Frank Coluccio <frank@dticonsulting.com>
To: Michael.Dillon@radianz.com, Valdis.Kletnieks@vt.edu
Reply-To: frank@dticonsulting.com
Date: Fri, 13 May 2005 09:22:42 -0500
Cc: nanog@nanog.org
Errors-To: owner-nanog@merit.edu
Valdis Kletnieks wrote:=0D
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>there's going to be *plenty* of room for small =0D
>flexible operators in niche markets, at both =0D
>ends of the pipe.=0D
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Agreed. Adding some substance to those words, see:=0D
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http://www.siliconinvestor.com/readmsg.aspx?msgid=3D21312808=0D
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Frank A. Coluccio=0D
DTI Consulting=0D
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On Fri May 13 9:03 , Valdis.Kletnieks@vt.edu sent:=0D
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>On Fri, 13 May 2005 11:23:14 BST, Michael.Dillon@radianz.com said:=0D
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>> Their impact can't be measured because it spread out into niche=0D
>> markets. Like blogs and wikis and all those photo sites.=0D
>> And my company's network with 1,000 customers and PoPs in=0D
>> 20 countries all doing 100% ASP traffic. ASPs businesses are=0D
>> thriving. However, the crystal ball gazers who hyped them=0D
>> back in the late 90's just got it all wrong because they=0D
>> thought ASPs would displace MS-Office desktops and SAP =0D
>> installations.=0D
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>Exactly what *I* predicted - there's going to be *plenty* of room for=0D
>small flexible operators in niche markets, at both ends of the pipe.=0D
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>In fact, there's almost certainly money to be made by leveraging the fact =
that=0D
>Comcast wants to do 4M/384K/$25 - the number of companies making money fro=
m=0D
>finding innovative ways to sell you electricity is *far* outweighed by the=
=0D
>number of companies finding new ways to make money based on the fact that=
=0D
>somebody *else* is selling you electricity.=0D
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>The only people who need to worry are the ones whos business model is "We =
made=0D
>money selling 'just pipes' in that market 5 years ago, and we're doing it =
now,=0D
>so it will still be OK 5-10 years from now". 98% of *those* companies are =
in=0D
>for a rude awakening. ;)=0D
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