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IP: Telecom 99 a report
From: David Farber <farber () cis upenn edu>
Date: Thu, 21 Oct 1999 14:58:02 -0400
From: RobtPotter () aol com Date: Thu, 21 Oct 1999 10:09:56 EDT Subject: Telecom 99 To: farber () cis upenn edu IMPRESSIONS OF TELECOM 99 Telecom 99 was held in Geneva, Switzerland from October 10 to October 17, 1999. It is a worldwide telecommunications conference held every 4 years, sponsored by the International Telecommunications Union (ITU). The seminars (or Summits as they are called) at Telecom 99 were well attended by delegates of the various nations in the ITU, as well as by fee paying participants. There were multiple keynote speeches before the various summits. ITU invited virtually every CEO of every major communications and computer company. If the CEOs were not keynoters, they were on the various panels. Very short abstracts of some of the keynotes follow: 1. John Roth offered a comprehensive view with slides of the Nortel Networks telecommunications capability, commenting on data and voice capabilities with significant emphasis on Internet related issues. He said communications enabled civilization. 2. Louis Gerstner emphasized that IBM was not a telecommunications company, but wanted to partner with telecommunications companies. He used no slides and gave a strong speech on the IBM entry in E-business and its requirements. 3. Mike Armstrong said competition turns the technology flywheel and technology turns the competition flywheel. He advocated open markets and global standards. 4. Bill Gates emphasized the use of mobile terminals with Internet access and strong software capabilities. He used simple direct slides to advocate the scale up and scale out of servers. He proposed the merger of TV, PC and mobile phones. 5. Larry Ellison gave a provocative presentation of the use of a simple network appliance and commented critically on the complexity of Microsoft software. He asserted that operating systems and applications should be in the server. With the help of an assistant, he gave dramatic demonstrations and presentations. He emphasized the Oracle presence in the Internet and major companies' Intranets. 6. Scott McNealy used a multi-component presentation to emphasize the use of JAVA and other applications stressing that the operating system and applications, such as StarOffice Suite, should be free. He was strongly against the Microsoft approach. 7. Carly Fiorina gave an overview of the Hewlett-Packard computer and communications capability with words, no slides or demonstrations, a rather broad brush treatment. Over 1000 exhibitors used 700,000 square feet of space in the Palexpo. Over 200,000 people attended. The exhibits were spectacular, in many cases, three stories tall, and with various demonstrations and presentations on the ground level with private conference rooms and lunch rooms on the second or third levels. It was reported by the trade press that $2.5 billion was spent on Telecom 99. High speed Internet access, sophisticated communication systems and mobile devices, primarily cell phones dominated the demonstrations. You might be interested in a summary of my perceptions of Telecom 99. 1. The cell phones are getting smaller and packed with more features. 2. New portable devices included video and Internet access. 3. A major objective seems to be free access to the Internet, on line all the time and at high speed. 4. There is a lot of attention to the "third generation" of mobile telephony, 3G, as it is called. It is described as a high speed data technology that will reach 2MB per second by 2003. 5. Various speakers made predictions on the growth of cell phones and Internet users. My consensus was 1 billion land lines, 1 billion cell phones and 1 billion Internet users by 2003. 6. The speakers mentioned E-commerce very often. 7. Significant competition is emerging between Microsoft operating systems, applications and instructions on the terminal, i.e., the PC or the cell phone, versus Sun and Oracle advocating the terminal, mobile or fixed, to be a simple appliance with the processing in a server somewhere else. 8. Another major competition emerging is Internet access between telephone lines, DSL in its various configurations, and cable modems. 9. The major convergence discussed is between the Internet and the mobile device. 10. An often used word was WAP (wireless application protocol) which is the standard for the wireless Internet. The WAP forum board has 208 industry members worldwide. 11. There was little mention of the consolidation of long distance and local telcos in the US and elsewhere. Also, there was some mention of the reduction of cost of long distance within the USA. 12. Many of the exhibits featured similar general thrusts; thin panels, tricky applications, mobile terminals, sophisticated electronics and optical switching and connections, high speed access, mixed graphics, video and alpha-numerics. 13. There was a reasonable presence of the satellite telecommunications companies, some of which were inside a pavilion and others were in a tent so they could access their satellites outdoors. 14. In the seminars, the "have not" countries continually look for ways to gain more telephone density for their people. This point received sensible recognition by the representatives of the developed nations, but not very many solutions were offered. 15. There were receptions for thousands of people sponsored by some of the big telecommunications companies. 16. There was an ever present feeling of "selling" going on, high attention to the customers by the suppliers. The senior management of the exhibiting companies were often in executive sessions promoting their companies' businesses. 17. Virtually every major exhibitor had big flashing displays, and some even had streaming water. The presentations often used cell phones, thin screens, touch screens and Internet access. It was sometimes difficult to distinguish what they were sellingĂ–..hardware, software, switching equipment versus what they were using. 18. IBM, Oracle, Dell and Worldcom did not have exhibits. The only RBOC present was Bell Atlantic and GTE in a combined booth. 19. There was a blizzard of announcements, such that it was hard to distinguish new news from existing offerings. 20. The dress code was overwhelmingly suits and ties. There were virtually no jeans or golf shirts. 21. Each day a 70 page tabloid style trade magazine was published on the events of the day. 22. The fountain, in Lake Geneva, sprayed water 500 feet in the air, falling at an angle, making a sail-like waterfall. At night, the fountain and its waterfall were a screen for various laser shows. Bob Robert J. Potter R. J. Potter Company Williams Square, Suite 1110 5215 North O'Connor Boulevard Irving, Texas 75039 TEL (972) 869-8270 FAX (972) 869-6593 CELL (972) 489-5400 E-MAIL RobtPotter () aol com WWW.RJPotter.com
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