Friday, November 18, 2005



AT&T once owned more backbone and infrastructure than Google could dream of owning.

Now they're gone because they depended upon competitors for the "last mile" of connection to customers.

With all the infrastructure in the world, unless Google supplants Windows somehow (Google Internet Appliance? GoogleOS?) aren't they in the same situation AT&T was in?

Michael Parekh

Good point Brian...the distinction here is that I'm not talking about the pipes, but the computing and storage at the critical connection points in the pipe network.

AT&T had backbone pipes, and for a while a dial-up network infrastructure on the consumer side, and a "broadband" private data network for corporate customers. There was very little "computing power" in the network, which is the core focus of what Google may be trying to do.

Infrastructure is too broad a word, but I've used it here as short hand. What I'm really talking about is the "computing, storage and networking" infrastructure in terms of what Google and the other portals need to do vs. the "pipes" backbone and network which is what the carriers are focused on.

The latter is increasingly a commodity...the value is putting "intelligence" in the network, preferably at the edges (i.e., as closer to major customer nodes as possible.

Hope that helps clarify my unclear language in the post.

Thanks again.

Harish Pillay

Michael -

I think your analysis is partially correct in that there has to be infrastructure investments by GYMAAAE, but of them all, only G is best suited to do this - because, apart from Y, the rest *sell* products/services, which is dramatically different in Gs and Ys case. Y could be a crucial player, but my sense is that Y has peaked a while back - after they went IPO - and that G is therefore in the best position to do the Right Thing.

Also, with the Google Internet overlaying on the Internet, we will see the value of what the Web brought to the text-internet 10 years ago.

I would also suggest that the in the true design genious of the Internet, the end points will be where the intelligence will reside and bootable USB drives (possibly in a handphone) will be the way people will access everything. The phone will give the means to authenticate with multi-factor means.



I wonder if Google will sell their Data Center Appliance at the Google Store, and if so, for how much?

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