nanog mailing list archives

Re: what will all you who work for private isp's be doing in a few years?


From: Frank Coluccio <frank () dticonsulting com>
Date: Fri, 13 May 2005 09:22:42 -0500


Valdis Kletnieks wrote:

there's going to be *plenty* of room for small 
flexible operators in niche markets, at both 
ends of the pipe.

Agreed. Adding some substance to those words, see:

http://www.siliconinvestor.com/readmsg.aspx?msgid=21312808

Frank A. Coluccio
DTI Consulting

---------

On Fri May 13  9:03 , Valdis.Kletnieks () vt edu sent:

On Fri, 13 May 2005 11:23:14 BST, Michael.Dillon () radianz com said:

Their impact can't be measured because it spread out into niche
markets. Like blogs and wikis and all those photo sites.
And my company's network with 1,000 customers and PoPs in
20 countries all doing 100% ASP traffic. ASPs businesses are
thriving. However, the crystal ball gazers who hyped them
back in the late 90's just got it all wrong because they
thought ASPs would displace MS-Office desktops and SAP 
installations.

Exactly what *I* predicted - there's going to be *plenty* of room for
small flexible operators in niche markets, at both ends of the pipe.

In fact, there's almost certainly money to be made by leveraging the fact that
Comcast wants to do 4M/384K/$25 - the number of companies making money from
finding innovative ways to sell you electricity is *far* outweighed by the
number of companies finding new ways to make money based on the fact that
somebody *else* is selling you electricity.

The only people who need to worry are the ones whos business model is "We made
money selling 'just pipes' in that market 5 years ago, and we're doing it now,
so it will still be OK 5-10 years from now". 98% of *those* companies are in
for a rude awakening. ;)





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