[e2e] the evolution of deployability

David P. Reed dpreed at reed.com
Wed Dec 18 12:56:38 PST 2002

At 03:39 PM 12/18/2002 -0500, Roop Mukherjee wrote:
>I think your dark horses are longshots, probably with worse odds than one
>may imagine. With funding cuts the theme in most companies is get back to
>so called the customer demands.

Yup.  That's why they are darkhorses.  But they are also desperate in 
different ways, and willing to take risks for that reason.   The less 
desperate are not motivated to innovate radically.

>If anything they are hedging their bets
>more. As for startups, most of them are doing retrenching in their own

I didn't mean existing startups.  I mean the ones that get going 
now.   Funding is hard, but that's good (who needs all the suited marketers 
with great credentials).

>Given the amount of persistance and conviction required for the next
>stage, my money would be on the almost infinite funding of some brach of
>U.S Military along with some academics.
>On Wed, 18 Dec 2002, David P. Reed wrote:
> >
> > Can Nokia, for example, do it?   Only if they are willing to bet heavily
> > against 3G, I think.  Nokia is actually one of my darkhorse big company
> > candidates, along with Nortel Wireless, HP, and Intel.
> >
> > Nope, I think this next  round is going to come from the startup and
> > university research guys, those who are willing to look at new 
> applications
> > and new directions.   And we'll probably have to invent some new home for
> > worldwide universal interoperability besides the IETF.
> >

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