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- Newsgroups: comp.sys.amiga.misc,comp.sys.amiga.hardware
- Path: news.sprintlink.net!eskimo!drizzit
- From: drizzit@eskimo.com (G. Baldwin)
- Subject: Re: Can AT Surfer compete with Apple/Disney?
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- Message-ID: <Dn7wqL.5q9@eskimo.com>
- Followup-To: comp.sys.amiga.misc,comp.sys.amiga.hardware
- Sender: news@eskimo.com (News User Id)
- Organization: Eskimo North (206) For-Ever
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- References: <4g4t4s$466@flood.xnet.com> <1282.6621T740T329@Th0r.foo.bar> <4g573b$gh9@flood.xnet.com> <1996Feb19.190538.4315@scala.scala.com>
- Date: Fri, 23 Feb 1996 07:27:56 GMT
-
- Dave Haynie (dave.haynie@scala.com) wrote these words of wisdom:
- : In <4g573b$gh9@flood.xnet.com>, jcompton@flood.xnet.com (Jason Compton)
- : writes:
- : >Greg_Blanchard (earthstar@grumpy.magg.net) wrote:
- : >
- : >: I said that the window of opportunity for a 'net surfer package is very
- : >: small. (in a year or two new tech will make the web as accessible as the
- : >: telephone or the whole concept will be as dead as an Atari 2600). He
- : >
- : >Well, I wholeheartedly disagree with you on that point.
-
- : >Cable has a 30% market penetration in the US. Cable's not very
- : >expensive. A lot of money has gone into putting the current coax cable
- : >structure in.
-
- Point here - cable probably will not grow much larger unless there
- is a way for them to lay out miles and miles of wire for little
- cost. I think they have started to reach a point were its just not
- profitable to lay more wire down.
-
- 2nd point - cable is starting to loose out in the countryside to home
- mini-dishes. About a month ago, I took a trip up to Mt Baker, and I
- took the back way there (Wa State Hwy 9). Its mainly lines with
- farms and small pockets of homes (20 homes every 5-10 miles).
- Normally, I would see a few big sat dishes... but now, all I saw were
- RCA dishes and Primestar dishes on the barn, garage, or in the front
- yard. This is an area that cable would never touch, yet phone and
- power lines ARE down. I have friends who live in places like this
- and they are not low on technology - they do have VCRs, Pentiums, and
- cordless phones. Its just that they like to live away from the
- crowds. These people can't use cable modems, and its these kind of
- people that I am betting my new ISP on. They won't be able to use
- cable modems, and I will be there to fill in the cable modem gap.
-
-
- : And it's that very infrastructure that will drive the shift to digital
- : cable networking. For example, the cable system in my area is the
- : weakest deployed anywhere, it handles about 300MHz (the best cable
- : systems manage up to about 1GHz). They're currently at the hair edge
- : on the number of channels they can support, which is 2-38 plus another
- : 4 or 5 in another band. That's it, anytime they want to put something
- : new in they have to kick something else out. If a new TV station opens
- : up in Philadelphia, we could lose MTV or CNN!
-
- : Now enter digital. You get 4-8 digital (MPEG-2) channels in the space
- : of each analog channel. While updating cable boxes isn't cheap, they
- : can pay for it by charging for new channels. And that $300 per set top
- : is one hell of a lot cheaper than new wire.
-
- Enter HDTV with Dolby AC-3 in a few years. When (not if) this does
- arrive, you may run into problems. These broadcasts will take at
- least twice as much bandwidth to transmit, if not more.
-
- If cable companies go and fill up their 300MHz coax lines with 120 TV
- channels, and the rest with cable modems, or even local phone service
- (this last telecommunications bill that bans porn also allows some
- interesting aspects with the telephone industry as well), they will
- run into problems when stations start to go HDTV (pay stations such
- as HBO, Showtime, Cinemax, and the Movie Channel will probably go
- High Definition before everyone else, who will need time to make the
- switch), but the point remains, they will run out of bandwidth quick!
-
- : Cable modems are part of the whole "digital TV" picture; you get about
- : 25 Mbits/second/channel using typical encoding schemes. That's 2.5x
- : your typical Enthernet speed. Sure, you'll have lots of people sharing
- : it eventually, but in the move to digital TV, every cable company is
- : going to be able to find a spare channel or two for cable modems,
- : since that's an instant revnue stream.
-
- Ahh, this may also bring in another problem. Sharing. Some of these
- lines may get tied down at 7PM to 10PM. And I'm sure people are
- going to want to do more than just recieving - what about 2 way video
- teleconferencing? That isn't gonna happen on a cable modem... it
- would be a lot more popular right now, but alas, you just can't do it
- on a 28.8 modem... and you probably won't be able to do it on a Cable
- modem.
-
- : >Just up and replacing this with something totally new is not going to be
- : >financially feasible unless it's just as cheap as putting in cable, which
- : >I doubt. Same goes for any "cable modem" solution--unless it's just as
- : >cheap for the home, it's not going anywhere.
-
- : There's nothing really pushing a move to better cable these days. If
- : people were convinced about the idea of video on demand over cable,
- : you would need it. That's probably something video dialtone will
- : always do better anyway, just based on deployment strategies. After
- : all, while going optical would give a cable system tons more
- : bandwidth, it also gives them much more distance. So they could cover
- : the same number of homes with many fewer head ends. The actual slice
- : of unassigned bandwidth per home could well be the same.
-
- : The cable modem can easily be made attractive. For only a little more
- : than you pay your ISP today, you get a cable modem ($2/month or
- : some-such) that Ethernets into your computer. You have an unholy ton
- : of bandwidth (at least until all your neighbors get signed up), and no
- : phone charges. You get to laugh T1s (not too loudly, of course, since
- : a cable provider could very well have you hooked into the net via a T1
- : or maybe T3, until some serious cable modem base is established). Even
- : with that, their server will cache things, just like the "big nets" do
- : for their Internet bridges.
-
- : >People aren't going to buy totally new technology more often than they
- : >buy cars.
-
- : The average Joe, probably not. Me, I buy a car every 6-8 years unless
- : it dies before then. I buy a new computer or major piece of one at
- : least once a year, not to mention other high tech items (TV, stereo,
- : audio, synthesizers, etc). If a cable head office can find 1000 or so
- : guys like me in their customer base, they could very well make another
- : $250,000-$500,000 a year off the cable modem idea. And it's a pretty
- : sound technology -- the modem to computer link is the real limit today
- : (most folks aren't putting 100Mbit/s Ethernet in their homes).
-
- Agreed. There is at least 1 person on every block that has to have
- the newest and best "toys". "Hey, we can't have our Legos anymore,
- but damn it, we can have our $800 Laserdisc player and new $1200 THX
- Preamp..." - I love it. 8)
-
- : >The fact that VHS VCRs and home computers caught on, I believe, is
- : >something of a fluke.
-
- : Not at all, they're great examples of consumer product introductions,
- : no more surprising than CDs (which I think everyone reading must
- : understand). Cable has helped prove that we have a nation of video
- : junkies. It was just a matter of time before recording TV became a
- : consumer priced item. The writing was on the wall -- compact cassettes
- : were already overrunning LPs in popularity, even before CDs came on
- : the market. The reason, of course, is that the same system that you
- : play it on can copy your buddy's records. So (in the same country that
- : had a passing fancy with the 8-track), you didn't need LPs anymore,
- : just cassettes.
-
- : Sure, the VCR needed a killer app to launch the volumes, and that,
- : history records, was home porn. Folks who'd never be caught downtown
- : in a popcorn-free theater in the bad side of town could see what they
- : wanted at home. The next big thing was home recording, both time
- : shifting and "I got it off HBO". Rentals clinched the deal, and once
- : the volumes were up, buying a movie hit the consumer-tolerance factor
- : in price, much as recorded music had.
-
- : > Don't count on ISDN madness sweeping the nation.
-
- : Things happen for a reason. PCs caught on because people brought them
- : home to do homework on. PC games gave them something else to do with
- : those systems, and begat the second wave of home computers, bought
- : mainly to play games and other bits that had become consumerized. The
- : Internet isn't consumerized yet, and even though the Web is pushing it
- : that way, I think it's going to take more than today's Web to hit that
- : volume. It's not necessary right now -- even the 9 to 20 million
- : internet users (depending on who's estimate you use) is enough of a
- : driving force to seed a consumer-friendly market. Consumers don't
- : flock to something unless it's already there.
-
- ISDN may not either. ISDN has been out for a long time, yet the
- price has not come down much. Even worse, some phone companies are
- RAISING rates. USWest (aka USSRWorst) decided that they were gonna
- raise flatrate ISDN rates from $80/month to over $180/month. The
- only saving grace is that Intel (which has a few plants up here in
- Washington State) stepped in and got a court injunction to stop them
- (perhaps they use ISDN a lot themselves!).
-
- Even Internet users haven't really jumped on the ISDN bandwagon yet -
- not only do they need to pay costly install charges, and high rates
- for usage, but also those hookup charges to the Internet itself!
- Toys are gonna start to get clostly when you go over the 28.8/33.6
- KBaud limit... 8(
-
- Unless somebody comes out and really drops the rates, I do not see
- the cost going down in the near future.
-
- *Greg Baldwin (drizzit@eskimo.com)*
- *-Amiga user and junkie since 1987-*
- *Tyranical #Amiga chan op 'Drizzit'*
-
- : Dave Haynie | ex-Commodore Engineering | for DiskSalv 3 &
- : Sr. Systems Engineer | Hardwired Media Company | "The Deathbed Vigil"
- : Scala Inc., US R&D | Ki No Kawa Aikido | info@iam.com
-
- : "Feeling ... Pretty ... Psyched" -R.E.M.
-
-