4,294,967,296 Reasons We Are Bullish on the Tech Sector

Author: David Kotok, Post Date: February 12, 2007

We are accelerating the release of this commentary due to the CNBC interview of Adobe’s CEO this morning, other positive responses at the Barcelona meeting regarding 3G and the next generations of cell phones.

Global internet technology is about to make another expansive shift. Whether this is something huge or just another good step in the advance of technology is not clear. But some advance is a certainty.

The reason is IPv6.

Internet Protocol version 6 will soon replace version 4. The process is underway. From the Barcelona meeting we are learning that it is moving faster than originally thought. When done, the number of internet addresses will expand exponentially. So will the efficiency of broadband. Network usage will triple. Internet speed and capacity will seem limitless and instantaneous. The ability to create networks will appear to be without limits as well.

The limits of IPv4 are about 4 ¼ billion nodes (internet addresses). This is insufficient to meet the world’s burgeoning needs. Consider that the world’s 2 billion cell phone users require 2 addresses each in order to obtain full service functions. Presently they are serviced by a “work around” situation with proxy servers. That has its limits and its costs.

IPv6 means a whole new generation of cell phone users will have very powerful functions. Eliminated will be the requirement for the cell phone service carrier to check if the call is completed and grab back the dynamic IP address for the next user. Mobility is vastly improved with IPv6. The 3G wireless world has arrived.

Implications for anti-terrorism functions and security & safety uses are potentially huge. Capacity for these functions will enable all sorts of networks for law enforcement, public safety responders and military users. The flip side is that the terrorists will have it, too. This is a concern for some who may want to limit IPv6 in the name of security.

IPv6 means a new and more precise global location system is possible. It means packets of information will be greatly enlarged and transmitted with more speed. list of websites . It means that there are thousands of new applications we haven’t thought of and billions of new internet users. They will range from human beings in third world countries to nearly every device you use. Yes, even your home refrigerator.

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