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Hyperconnectivity and New Threats

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By 4site
June 11, 2001

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Some time ago I began researching new stocks and areas of investment. I have, for the most part, kept a lot of what I saw to myself. Hyping stocks is not something I want to be known for; also I feel the market needs to confirm what I have seen for myself.

However, without going into specific stocks, I want to share something I see as being really significant. Many of us are familiar with Wi-Fi and Bluetooth wireless technologies. This is essentially a wireless technology that allows devices to connect to the Internet and each other.

Now in and of itself there has been much discussion of these technologies and related companies on the boards. As I was sitting in a coffee shop a few days ago something happened that made me see a very different future than I have seen in a long time, one that I think makes sense.

The Internet as we use it now is a tool that allows for one-way communication. We can create and serve content regardless of software platforms and easily disseminate that content to anyone with access to an Internet connection. Now the vast majority of the way we connect to the Internet still uses desktops and servers.

As more and more devices become connectable to the Net and each other, the need for specific operating systems is becoming less important. In and of itself this has been pretty widely accepted for sometime. However, fundamentally there is still a need for a "desktop" or "server" to store and share the content in this paradigm. That feeds the existing hardware and software infrastructure, essentially lessening the need for a specific Microsoft or other type of OS, but still needing server farms and continually connected computers.

Well, here's the thing... if all of the devices that can be connected to the Internet had the ability to store and serve content using embedded microprocessors, then who even needs the standard desktop or server model to serve content?

Now as more and more non-desktop oriented operating systems become connected then the ability for new applications being served from other devices to other users becomes exponentially increased. So, as long as you have a connected device, you have a competing platform for existing software standards. As an example, the boxes powering always-on satellite Internet connections have their own OSs. Now if someone had an always-on OS to write to they have a way of creating applications that can be funneled to another always-connected device from these boxes. Who needs to use the existing hardware paradigm? Or the Tivo systems on your TV, if it were connected to the Net... applications could be written and served from it.

So why is this important? Well, if Adam does build a true peer-to-peer embedded server standard at Knownow, then Bill Gates has a free-standing universally accepted operating system to compete with full time. Anywhere there is a connected device, there is a place where people can create applications that can be served to others. Literally, as the Internet is connected everywhere and serving applications and content to others far and wide. You can't stop it.

The desktop paradigm is still holding today for many, as they cannot be connected to the Net full time. If WI-FI does allow systems to be continually connected, then any other connected device becomes an application server. Which destroys a lot of the power of Intel and Microsoft. Palm is getting pummeled, Tivo is under attack, and Bill is buying access to any connected device and I think I finally understood why.

Any embedded two-way serving microprocessor is a new threat as an application server.

Just a random thought.