And I explain to puzzled family members that Ethernet is the plumbing that underlies
the Internet (TCP/IP), which is the plumbing that underlies the World Wide Web
(WWW), which in turn is the plumbing that underlies Google.
And now ???Carrier Ethernet??? is finally bridging what George Gilder calls the Telechasm,
the last-mile carrier access gap between high-speed Ethernet LANs and high-speed
wide area networks (WANs), which are also increasingly based on Ethernet technology.
The Internet will soon be carrying packets from end to end in native Ethernet mode.
The most important reason why Ethernets have been winning for three decades is
the six-part Ethernet business model. Carriers had better beware of at least two of
these parts.
The six parts of the Ethernet business model are (1) de jure standards, (2) owned
implementations, (3) fierce competition, (4) market demand for multi-vendor interoperability,
(5) evolving standards based on market engagement, and (6) both backward and
forward compatibility for leveraging the growing installed base.
Carriers had better note parts #3 and #6 especially. Ethernets have been winning
because they are driven by fierce competition (#3), which is something new to most
carriers.
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