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Cook report. Even though these are really advertisement for the Report, they ccontain enough info to be worth distributing
From: David Farber <farber () central cis upenn edu>
Date: Tue, 31 Aug 1993 16:40:57 -0800
The September COOK Report on Internet -> NREN is published. The lead article: PSI SIGNS DEAL WITH CONTINENTAL CABLEVISION PSI MOVE & AT&T PLANS LIKELY TO CHANGE FACE OF COMMERCIAL INTERNET SERVICES INDUSTRY A few isolated quotes: PSI's CEO William Schrader, in a telephone interview with the Editor, said that PSI would offer customers a turn-key service where PSI would take responsibility for customer hookup and network management. PSI would also provide and install all hardware and software (which would be PSI equipment) necessary for the delivery of the service. ________ ANS Vice president Joel Maloff told the COOK Report: "ANS CO+RE continues to establish a variety of joint marketing and technology relationships with various "facilities-based" vendors. These include IXC's and LEC's. Although we have not concluded any agreements with cable TV providers, we will continue to look for "partners" that offer potential synergy to our mission. . . ." ________ Since in any given area there is only one cable company, one should ask does the first person to get a beach head in this market win? Perhaps not. There are alternatives. _________ One thing is clear. The pace of change is increasing and the stakes are very high. Not only from the positioning being done by PSI but also from AT&T's efforts to make its own deals with the cable companies. The Wall Street Journal ran a story on Friday August 27 stating that AT&T "has been holding talks with the nation's biggest cable-television companies about linking their customers into one big interactive multimedia network, according to AT&T's new chief of multimedia products and services." __________ According to the WSJ "AT&T's plans involve a comprehensive network plan from AT&T Bell Laboratories. It would tie the country's disparate cable systems into one national network of common switching and transmission functions, said Robert M. Kavner, executive vice president and chief of its Multimedia Products and Services Group." "By demonstrating the feasibility of the national interactive service, AT&T hopes to sell the cable companies on its vision for tying everbody into one network, not unlike the way the Bell System communicates via common standards today." ____________ No wonder AT&T's Allen didn't want the government to build the Infrastructure of NREN or NII. This looks like AT&T's own version of the infrastructure. _________ It is clearly in the interest of the Internet to maintain diversity of sources for the local loop. ____________________________________________________ ACCESS TO GOVERNMENT INFORMATION SOURCES OF AGREEMENT AND CONFLICT BETWEEN GOVERNMENT AGENCIES, INFORMATION VENDORS, AND LIBRARIANS by Jamie Love Special to the COOK Report 4 paragraphs from a 2500 word article: HR629 - The Owens Bill Data users, including the library community, have generally opposed any legislation which would further promote the privatization of government information. Their preferred approach is HR 629, the "Improvement of Information Access Act" (IIA Act), offered by Representative Major Owens (D-NY), the only professional librarian in Congress. Vendors Oppose Access Provisions of Owens Bill Vendor groups have made it clear that they will oppose the access broadening provisions of the Owens bill. The vendor's bargaining position is pretty strong. Any legislation will have to pass the Senate Committee on Government Affairs, chaired by Senator Glenn (D-OH), and the House Subcommittee on Government Information, Justice and Agriculture, Chaired by Representative Condit (D-CA).Glenn works closely with Mead Data Central, a local Ohio concern. While Condit's views of these issues are not clear, the views of key staffer Bob Gellman are well known. Gellman, who has worked on the subcommittee for more than a decade (having survived several chairman) wields tremendous power. Gellman has been a vigorous opponent of public access to government computer information systems, and a promoter of vendor interests. Gellman has a close relationship with Ron Plesser, a powerful vendor lobbyist (clients include Knight-Ridder, Mead Data Central, D&B, etc.). EFF and OMB Watch support the vendor position. The vendors have also been able to work closely with Jerry Berman of EFF and Gary Bass from OMB Watch, both of whom have good relationships with Gellman. Both EFF and OMB Watch have favored the legislative approach found in the Paperwork Reduction Act (PRA), over the Owens bill approach. This has given the Vendors a much stronger political base, since they can argue that the PRA is a "consensus" approach, endorsed by "public interest" groups. _____________________________ CONGRESSIONAL BUDGET OFFICE ISSUES ANALYSIS OF ECONOMIC AND TECHNOLOGICAL WEAKNESSES OF HPCC
From the beginning of extended excerpts
In late June the Congressional Budget Office issued a study titled Promoting High Performance Computing and Communications. For this study the CBO was asked by the Senate Commerce Committee to look at factors which might inhibit HPCC technlogies from finding markets. It found quite a few. It contrasted HPCC mission oriented goals (advancing the state of the possible) with the goal of developing technology that could anticipate its own commercial market any time soon. These goals it found to be generally incompatible. The COOK Report offers some extended excerpts. "New technologies often founder on the demand side, when the benefits they offer seem not to be worth the added expense for most potential users." (page xvi) _________________________________________________________ An article focusing on a discussion of network pricing schemes from com-priv __________________________________________________________ And finally the concluding half of the special study CABLE TV VERSUS THE TELCOS: WHO WILL BUILD AND CONTROL NATIONAL INFORMATION INFRASTRUCTURE The "boxed" quotes -- The fact that fiber interconnects so many points on the networks of local exchange carriers has created a problem for the phone companies. They have the intelligent switching capability to connect any point to just about any other point in the network -- something that the cable companies are now beginning to long for. Also, given the huge capacity of the fiber they have laid, many strands are dark - that is to say they lie there unused. When these conditions are combined with the voice-versus-data state-level regulatory anomaly, they create a new series of strains that are bringing new woes to the RBOCs. ___________ George Gilder: "Dark fiber threatens to gobble up their future as vendors of broadband communications to offices, even as cable TV preempts them as broadband providers to homes. Since the Bells' profits on data are growing some ten times as fast as their profits on voice telephony, they see dark fiber as a menace to their most promising markets." _____________ One has to suspect that the video dial tone developments could be holding actions designed to gain the RBOCs time while Federal legislation and policy changes make alliances and buy outs more feasible. There is technical synergy between the two that is likely to push developments in these directions. ______________ It may actually prove to be a better deal for RBOCs to invest in cable owned CAPs outside their service areas than offering the new fast packet switching technologies within their service areas. "The cable industry doesn't fear the telephone industry anymore. When Bill Gates of Microsoft, John Sculley of Apple, executives from IBM, DEC and just about every other computer company, IXCs and leading edge RBOCs are beating down your door, you know you have won the battle." -- Telestrategies Insight ______________ IBM will likely put in a bid for the vBNS component of the new NSFnet that the NSF will find hard to turn down. On the one hand the NSF will carefully evaluate the "charity" (read cost sharing) of the IBM offer. On the other hand further impetus for accepting it will be found in the boost that such action will give IBM as a provider of telecom switching equipment. Helpfully nudging the aging giant into new technology markets may be seen by some as a desirable and much less costly outcome than letting IBM stand or fall on its now out dated mainframe and Systems Network Architecture (SNA) merits. _______________ "IBM hopes to have 4 PlaNet [Paris] nodes in place in Toronto . . . Switches will be connected by dark fiber that Rogers already has in place. . . . First test merely will connect data sources at IBM and Rogers, but Alan Baratz [Director of the Paris development effort] said a 'third party,' probably bank, would be added later in third quarter" of 1992." What test would do, according to Baratz, was turn a fiber based CATV network into one that could carry digital data at the rate of a gigabit per second. _____________ In the meantime IBM Vice President Lucie Fjeldstad had been hard at work trying bring off a major IBM commitment to a national broadband data network. As reported in the Wall St Journal last September the network would, in its first three years, be used primarily for business purposes such as enabling users of corporate LANs to do video. . . It begins to look like although there is considerable interest in IBM's technology, the lean, mean and agile cable companies find IBM's style still too cumbersome. If this is an accurate conclusion, IBM ownership of the NSFnet vBNS 155 megabit per second backbone could become an increasingly attractive alternative. Indeed with Fjeldstad's failure to launch her broadband network and her subsequent retirement it could now be the only alternative for IBM to have ______________ For the COOK Report Robert Berger has written an excellent review of Hybrid Networks ethernet/internet over CATV technology. He urges Hybrid to license the rapid production of their hardware and software rather than try to become directly involved in the provision of network services. ______________ Coming in the October COOK Report -- a special report on INTERNET, NII and Healthcare. _______________________________________________________________ Gordon Cook, Editor Publisher: COOK Report on Internet -> NREN 431 Greenway Ave, Ewing, NJ 08618 cook () path net (609) 882-2572 _______________________________________________________________
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- Cook report. Even though these are really advertisement for the Report, they ccontain enough info to be worth distributing David Farber (Aug 31)