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The History Of
Computer Communications
The History Of Computer Communications
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Appendix A: Market Research
Synoptics and 3Com Analysis
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Table Of Contents
Introduction
Introduction
Entrepreneurial Capitalism
From Ideas to Entrepreneurs to Adaptive Corporations
Firms constructing social networks as Populations
Three Revolutions in Computer Technologies and Corporate Usage 1968-1988
Institutional Change in Communications: Deregulation and Break-up of AT&T
A Brief Overview of Computer Communications 1968-1988
Personal Comments
Background
Terminology
The Changing Rules of Competition -- AT&T and the FCC
Preconditions
The Institutions of Competitive Capitalism
The Telegraph and the Information Revolution
Crisis
The Institutions of Corporate Capitalism
Alexander Graham Bell and Bell Telephone Co. -- 1873-1878
Vail Joins the Bell Telephone Company -- 1878-1887
Monopoly Asserted -- 1918-1934
The FCC and AT&T Regulation -- 1934-1946
The U.S. vs. Western Union Lawsuit -- 1949-1956
Computer Inquiry I and the Carterfone -- 1965-1973
The FCC, Jurisdictional Disputes and Direct Connection of CPE -- 1973-1978
Antitrust, Computer Inquiry II and the Break-up of AT&T - 1973-1984
The Remarkable Growth in the Use of Computers
Preconditions
The Emergence of First Generation Computers 1946-1959
The Entrance of IBM - 1952
Real-Time Computing -- The SAGE Project -- 1952 - 1958
The Transistor - 1947
Second Generation Computing -- 1959-1963
The Integrated Circuit -- 1959
Management Information Systems -- 1959-1972
The IBM System/360 and the Third Generation of Computing --1964
Timesharing -- Project MAC -- 1962-1968
The Minicomputer -- 1959-1979
The Microprocessor -- 1971
Personal Distributed Computing -- Xerox PARC -- 1980
Personal Computers -- 1973-1988
Data Communications: Emergence 1956-1968
Overview
Beginnings of Modem Competition: Codex and Milgo 1956-1967
Carterfone, ATT and the FCC 1948-1967
The Remarkable Growth in the Use of Computers
The FCC and Computer Inquiry I 1966-1967
Codex and Milgo: Needing Money 1967-1968
Multiplexer Innovation: American Data Systems 1966-1968
Euphoric Markets and Venture Capital 1967-1968
Codex and Milgo Become Public Companies 1968
American Data Systems Off and Running 1968
Carterfone, Computer Inquiry I and Deregulation 1967-1968
In Perspective
Networking: Vision and Packet Switching 1959 - 1968
Overview
The Intergalactic Network: 1962-1964
The Seminal Experiment: 1965
Circuit Switching
Paul Baran - 1959-1965
Donald Davies - 1965-1966
Packet Switching
Planning the ARPANET: 1967-1968
The RFQ and Bidding: 1968
Bolt Beranek and Newman: The Winning Bid -1968
In Perspective
Data Communications: Market Competition 1969-1972
Overview
Entrepreneurism Flourishes 1968-1972
The Economic Roller Coaster 1969-1975
AT&T and Computer Inquiry I 1969
Codex Encounters Unexpected Problems: 1969
ADS Has a Blockbuster 1969
Codex Turns the Corner: 1970
ADS Hits a Wall: 1970
AT&T and Computer Inquiry I 1970-1971
Firms and Collective Behavior: The Creation of the IDCMA 197
Codex and the 9600: 1971
ADS Falls on Hard Times: 1971-1972
Codex Passes a Milestone: 1972
Data Communications 1972
In Perspective
Networking: Arpanet 1969-1972
Overview
The Communications Subnet: BBN 1969
Host-to-Host Software: The Network Working Group 1968-1969
Delivery of the First IMP to UCLA - September 1969
IPTO Management Changes - 1969
Host-to-Host Software - 1970
Network Topology - 1969-1970
Network Measurement Center - 1969-1970
Early Surprises - 1969-1970
Host-to-Host Software: The Network Control Program - 1970-1971
ALOHANET and Norm Abramson: 1966 - 1972
NPL Network and Donald Davies 1966 - 1971
ICCC Demonstration 1971-1972
In Perspective
Data Communications: Market Order 1973-1979
Overview
Minicomputers, Distributed Data Processing and Microprocessors
The Justice Department: IBM and AT&T
Codex: LSI modems and Front-End Processors 1973
Wesley Chu and the Statistical Multiplexer 1966-1975
Codex: The LSI Modem and Competition 1974-1975
ADS: Rebirth as Micom 1973-1976
CPE Certification and Computer Inquiry II
Codex: The Statistical Multiplexer and Competition 1975-1976
Modems, Multiplexers and Networks 1976-1978
Micom: The Statistical Multiplexer 1976-1978
Codex and Motorola 1977-1978
Micom: Meteoric Success and Competition 1978-1979
In Perspective
Networking: Diffusion 1972-1979
Overview
Commercializing Arpanet 1972 - 1975
Packet Radio and Robert Kahn: 1972-1974
CYCLADES Network and Louis Pouzin 1971 - 1972
Transmission Control Protocol (TCP) 1973-1976
A Proliferation of Communication Projects
Token Ring and David Farber, UC Irvine and the NSF 1969-1974
Ethernet and Robert Metcalfe and Xerox PARC 1971-1975
Massachusetts Institute of Technology 1974 - 1977
Metcalfe Joins the Systems Development Division of Xerox 1975-1978
Xerox Network System (XNS) 1977-1978
TCP to TCP/IP 1976-1979
Open System Interconnection (OSI) 1975 - 1979
National Bureau of Standards and MITRE 1971 - 1979
In Perspective
Networking: Emergence 1979-1981
Overview
The NBS and MITRE Workshop of January 1979
Prime Computers
The Workshop
Robert Metcalfe and the MIT Laboratory of Computer Science
Robert Metcalfe and Digital Equipment Corporation
Zilog
The Symposium
The Return of Venture Capital
Robert Metcalfe and the Founding of 3Com
Michael Pliner and the Founding of Sytek
Ralph Ungermann and Charlie Bass and the Founding of Ungermann-Bass
Micom: The DataPBX and IPO 1978-1981
Codex: The DataPBX 1978-1981
Sytek: A Broadband Network and Needing Cash
Ungermann-Bass: Xerox, Broadband and Needing a Chip
3Com: Product Strategy and Waiting for a PC
In Perspective
Networking: Market Competition 1981-1983
Overview
Emerging LAN Competition 1981
Interlan
Bridge Communications
Proteon
Concord Data Systems
The Office of the Future, the PBX to CBX, and AT&T
The IBM PC and IBM’s Token Ring LAN 1981-1982
3Com, Ungermann-Bass and Sytek – 1981-'82
3com
Ungermann-Bass
Sytek
The Data Communication Competitors 1981-1982
Micom
Codex
Other Data Communication Competitors
The Early LAN Competitors – 1982
Interlan
Bridge Communications
Concord Data Systems
A Second Wave of LAN Competition - 1982
Digital Equipment Corporation (DEC)
Excelan
Communications Machinery Corporation (CMC)
General Electric
The AT&T Settlement: January 1982
AT&T Introduces CBXs and LANs
Does IBM Need Both LANs and PBXs?
3Com - 1982
Ungermann-Bass - 1982
Sytek - 1982
Ethernet Chips, Boundless Hope and Market Confusion
In Perspective
Standards: An Enabling Institution 1979-1984
Overview
Standards Making and the OSI Reference Model
IEEE Committee 802: 1979 - 1980
DIX (Digital Equipment Corporation, Intel, and Xerox): 1979 - 1980
IEEE Committee 802 and DIX: 1980 - 1981
ISO/OSI (Open Systems Interconnection): 1979 - 1980
TCP/IP and XNS: 1979-1980
ISO/OSI (Open Systems Interconnection): 1981 - 1982
TCP/IP and XNS 1981 - 1983
IEEE Committee 802: 1981 - 1982
ISO/OSI (Open Systems Interconnection): 1982 - 1983
The Emergence of Technological Order: 1983 - 1984
In Perspective
Networking: Market Order: LANs 1983-1986
Overview
Alex Brown & Sons Conference: March 1983
3Com, Ungermann-Bass, and Sytek: 1983 – 1984
3Com
Ungermann-Bass
Sytek
The Early LAN Competitors: 1983 – 1984
Interlan
Bridge Communications
Concord Data Systems
The Second Wave of LAN Competitors: 1983 – 1984
Digital Equipment Corporation (DEC)
Excelan 1983-1984
The Data Communication Competitors: 1983 – 1984
Codex
Micom
New DataPBX Competitors
State of Competition: 1985
3Com, Ungermann-Bass and Sytek: 1985 –1986
3Com
Ungermann-Bass
Sytek
The Early LAN Competitors: 1985 - 1986
Interlan
Bridge Communications
Concord Data Systems
The Second Wave of LAN Competitors: 1985 - 1986
Excelan
Communications Machinery Corporation
The Data Communication Competitors: 1985-1986
Codex
Micom - Interlan
In Perspective
Data Communications: Adaptation 1979-1986
Overview
The Revolution of Digital Transmission
AT&T and the T-1 Tariffs 1982-1984
The T-1 Multiplexer
The Beginnings of “Be Your Own Bell”
Data Communications: First Signs of Digital Networks 1982-1985
Data Communications - Industry Overview
General DataComm
Timeplex
Codex
Micom
Digital Communication Associates
Other Data Communication Firms
Tymnet and the Caravan Project 1982
Entrepreneurs: The T-1 start-ups 1982-1985
Network Equipment Technologies
Cohesive Networks
Network Switching Systems
Spectrum Digital
Market Analysis 1984-1987
Samples of Experts' Opinions
The Yankee Group
Datapro Research
Alex. Brown & Sons
Salomon Brothers Inc.
T-1 Multiplexer OEM Relationships - 1985
Data Communication: Wide Area Networks 1985-1988
which firms will adapt successfully?
Digital Communication Associates
Network Equipment Technologies
Codex
Micom
Timeplex
Other Data Communication Firms
In Perspective
Internetworking: Emergence 1985-1988
Overview
The Emergence of Internetworking
Interconnecting Local Area Networks (LANs)
Repeaters - Physical Layer: Solutions to Extend a Network
Bridges - Data Link Layer: Adding a Few Networks Together
Gateways/Routers - Network Layer: Integrating Countless Networks
Open System Interconnection (OSI) Gaining Momentum
The Department of Defense - OSI and TCP/IP
The Role of the National Bureau of Standards (NBS)
Autofact Trade Show - November 1985
The NBS in Action: OSINET, COS, and GOSIP
LANs and WANs: The Public Demonstrations - 1988
ENE and Interop
Enterprise Network Event (OSI) - June
Interop (TCP/IP) Trade Show - September
Data Communications: Firms Adapting or Dying? 1987-1988
Codex
Micom
Network Equipment Technologies
DCA, Racal Electronics, Timeplex, Paradyne, and Stratacom
Networking: Firms Responding to Market Consolidation: 1987-1988
3Com
Ungermann-Bass
Proteon
Concord Communications, Inc.
DEC, Excelan, Sytek, and CMC
Internetworking: Entrepreneurs and Start-Ups: 1985-1988
cisco Systems
Wellfleet
Vitalink
Retix
In Perspective
Appendix A: Market Research
Product Revenues 1970-1988
Computer and Terminal Forecasts 1968-1988
Computer Communications Market
Computer Communications Revenues Reconcilliation
Product Categories and Firms
Computer Communications Start-Ups
Timing of Start-Up Financing
Computer Communications Market-Structure Consolodation
Income Statement Analysis
Balance Sheet Analysis
Financial Histories Aligned by IPO Year
Cash Uses of Pre-IPO Capital
Market Windows and Organization Ecology
Entrepreneurial Profit
Market Research Forecasting Uncertainties
Dominant Design Examples
Synoptics and 3Com Analysis
Data Communications Firm Interrelationships
Data Communications Sector Income Statements
Networking Sector Income Statements
Networking Market-Structure Analysis
Selection Pressures in Networking
Investment in Innovation by Data Communications and Networking Firms
Internetworking Sector Income Statements
Appendix B: Supporting Documents
Bolt Beranek & Newman (BBN) documents
Manley Irwin Papers
Market Analysis
Appendix C: Selected Company Overviews
Codex
Micom
3Com
Ungermann-Bass
Network Equipment Technologies
Wellfleet
Market Sector
Data Communications
Background
Institutional Change in Communications: Deregulation and Break-up of AT&T
A Brief Overview of Computer Communications 1968-1988
Emergence
Overview
Beginnings of Modem Competition: Codex and Milgo 1956-1967
Carterfone, ATT and the FCC 1948-1967
The Remarkable Growth in the Use of Computers
The FCC and Computer Inquiry I 1966-1967
Codex and Milgo: Needing Money 1967-1968
Multiplexer Innovation: American Data Systems 1966-1968
Euphoric Markets and Venture Capital 1967-1968
Codex and Milgo Become Public Companies 1968
American Data Systems Off and Running 1968
Carterfone, Computer Inquiry I and Deregulation 1967-1968
In Perspective
Competition
Overview
Entrepreneurism Flourishes 1968-1972
The Economic Roller Coaster 1969-1975
AT&T and Computer Inquiry I 1969
Codex Encounters Unexpected Problems: 1969
ADS Has a Blockbuster 1969
Codex Turns the Corner: 1970
ADS Hits a Wall: 1970
AT&T and Computer Inquiry I 1970-1971
Firms and Collective Behavior: The Creation of the IDCMA 197
Codex and the 9600: 1971
ADS Falls on Hard Times: 1971-1972
Codex Passes a Milestone: 1972
Data Communications 1972
Order
Overview
Standards Making and the OSI Reference Model
IEEE Committee 802: 1979 - 1980
DIX (Digital Equipment Corporation, Intel, and Xerox): 1979 - 1980
IEEE Committee 802 and DIX: 1980 - 1981
ISO/OSI (Open Systems Interconnection): 1979 - 1980
TCP/IP and XNS: 1979-1980
ISO/OSI (Open Systems Interconnection): 1981 - 1982
TCP/IP and XNS 1981 - 1983
IEEE Committee 802: 1981 - 1982
ISO/OSI (Open Systems Interconnection): 1982 - 1983
The Emergence of Technological Order: 1983 - 1984
In Perspective
Adaptation
Overview
The Revolution of Digital Transmission
The Revolution of Digital Transmission
AT&T and the T-1 Tariffs 1982-1984
The T-1 Multiplexer
The Beginnings of “Be Your Own Bell”
Data Communications: First Signs of Digital Networks 1982-1985
Data Communications - Industry Overview
General DataComm
Timeplex
Codex
Micom
Digital Communication Associates
Other Data Communication Firms
Tymnet and the Caravan Project 1982
Entrepreneurs: The T-1 start-ups 1982-1985
Network Equipment Technologies
Cohesive Networks
Network Switching Systems
Spectrum Digital
Market Analysis 1984-1987
Samples of Experts' Opinions
The Yankee Group
Datapro Research
Alex. Brown & Sons
Salomon Brothers Inc.
T-1 Multiplexer OEM Relationships - 1985
Data Communication: Wide Area Networks 1985-1988
which firms will adapt successfully?
Digital Communication Associates
Network Equipment Technologies
Codex
Micom
Timeplex
Other Data Communication Firms
In Perspective
Reports/Analysis
Data Communications Firm Interrelationships
Data Communications Sector Income Statements
Investment in Innovation by Data Communications and Networking Firms
Networking
Evolution of Packet Switching
Overview
The Intergalactic Network: 1962-1964
The Seminal Experiment: 1965
Circuit Switching
Paul Baran - 1959-1965
Donald Davies - 1965-1966
Packet Switching
Planning the ARPANET: 1967-1968
The RFQ and Bidding: 1968
Bolt Beranek and Newman: The Winning Bid -1968
Arpanet
Overview
The Communications Subnet: BBN 1969
Host-to-Host Software: The Network Working Group 1968-1969
Delivery of the First IMP to UCLA - September 1969
IPTO Management Changes - 1969
Subtitle
Host-to-Host Software - 1970
Network Topology - 1969-1970
Network Measurement Center - 1969-1970
Early Surprises - 1969-1970
Host-to-Host Software: The Network Control Program - 1970-1971
ALOHANET and Norm Abramson: 1966 - 1972
NPL Network and Donald Davies 1966 - 1971
ICCC Demonstration 1971-1972
In Perspective
Gestation
Overview
Commercializing Arpanet 1972 - 1975
Packet Radio and Robert Kahn: 1972-1974
CYCLADES Network and Louis Pouzin 1971 - 1972
Transmission Control Protocol (TCP) 1973-1976
A Proliferation of Communication Projects
Token Ring and David Farber, UC Irvine and the NSF 1969-1974
Ethernet and Robert Metcalfe and Xerox PARC 1971-1975
Massachusetts Institute of Technology 1974 - 1977
Metcalfe Joins the Systems Development Division of Xerox 1975-1978
Xerox Network System (XNS) 1977-1978
TCP to TCP/IP 1976-1979
Open System Interconnection (OSI) 1975 - 1979
National Bureau of Standards and MITRE 1971 - 1979
Emergence
Overview
The NBS and MITRE Workshop of January 1979
Prime Computers
The Workshop
Robert Metcalfe and the MIT Laboratory of Computer Science
Robert Metcalfe and Digital Equipment Corporation
Zilog
The Symposium
The Return of Venture Capital
Robert Metcalfe and the Founding of 3Com
Michael Pliner and the Founding of Sytek
Ralph Ungermann and Charlie Bass and the Founding of Ungermann-Bass
Micom: The DataPBX and IPO 1978-1981
Codex: The DataPBX 1978-1981
Competition
Overview
Emerging LAN Competition 1981
Interlan
Bridge Communications
Proteon
Concord Data Systems
The Office of the Future, the PBX to CBX, and AT&T
The IBM PC and IBM’s Token Ring LAN 1981-1982
3Com, Ungermann-Bass and Sytek – 1981-'82
3com
Ungermann-Bass
Sytek
The Data Communication Competitors 1981-1982
Micom
Codex
Other Data Communication Competitors
The Early LAN Competitors – 1982
Interlan
Bridge Communications
Concord Data Systems
A Second Wave of LAN Competition - 1982
Digital Equipment Corporation (DEC)
Excelan
Communications Machinery Corporation (CMC)
General Electric
The AT&T Settlement: January 1982
AT&T Introduces CBXs and LANs
Does IBM Need Both LANs and PBXs?
3Com - 1982
Ungermann-Bass - 1982
Sytek - 1982
Ethernet Chips, Boundless Hope and Market Confusion
In Perspective
Order
Overview
Alex Brown & Sons Conference: March 1983
3Com, Ungermann-Bass, and Sytek: 1983 – 1984
3Com
Ungermann-Bass
Sytek
The Early LAN Competitors: 1983 – 1984
Interlan
Bridge Communications
Concord Data Systems
The Second Wave of LAN Competitors: 1983 – 1984
Digital Equipment Corporation (DEC)
Excelan 1983-1984
The Data Communication Competitors: 1983 – 1984
Codex
Micom
New DataPBX Competitors
State of Competition: 1985
3Com, Ungermann-Bass and Sytek: 1985 –1986
3Com
Ungermann-Bass
Sytek
The Early LAN Competitors: 1985 - 1986
Interlan
Bridge Communications
Concord Data Systems
The Second Wave of LAN Competitors: 1985 - 1986
Excelan
Communications Machinery Corporation
The Data Communication Competitors: 1985-1986
Codex
Micom - Interlan
In Perspective
Reports/Analysis
Synoptics and 3Com Analysis
Networking Sector Income Statements
Networking Market-Structure Analysis
Selection Pressures in Networking
Investment in Innovation by Data Communications and Networking Firms
Internetworking
Emergence
Overview
The Emergence of Internetworking
Interconnecting Local Area Networks (LANs)
Repeaters - Physical Layer: Solutions to Extend a Network
Bridges - Data Link Layer: Adding a Few Networks Together
Gateways/Routers - Network Layer: Integrating Countless Networks
Open System Interconnection (OSI) Gaining Momentum
The Department of Defense - OSI and TCP/IP
The Role of the National Bureau of Standards (NBS)
Autofact Trade Show - November 1985
The NBS in Action: OSINET, COS, and GOSIP
LANs and WANs: The Public Demonstrations - 1988
ENE and Interop
Enterprise Network Event (OSI) - June
Interop (TCP/IP) Trade Show - September
Data Communications: Firms Adapting or Dying? 1987-1988
Codex
Micom
Network Equipment Technologies
DCA, Racal Electronics, Timeplex, Paradyne, and Stratacom
Networking: Firms Responding to Market Consolidation: 1987-1988
3Com
Ungermann-Bass
Proteon
Concord Communications, Inc.
DEC, Excelan, Sytek, and CMC
Internetworking: Entrepreneurs and Start-Ups: 1985-1988
cisco Systems
Wellfleet
Vitalink
Retix
In Perspective
Reports/Analysis
Product Revenues 1970-1988
Computer Communications Market
Computer Communications Revenues Reconcilliation
Computer Communications Start-Ups
Timing of Start-Up Financing
Computer Communications Market-Structure Consolodation
Financial Histories Aligned by IPO Year
Cash Uses of Pre-IPO Capital
Market Windows and Organization Ecology
Entrepreneurial Profit
Networking Sector Income Statements
Internetworking Sector Income Statements
Computer Communications Market-Structure Consolodation
Financial Histories Aligned by IPO Year
Companies/Organization
Startups
Data Communications
American Data Systems
American Data Systems Off and Running 1968
ADS Has a Blockbuster 1969
ADS Hits a Wall: 1970
ADS Falls on Hard Times: 1971-1972
ADS: Rebirth as Micom 1973-1976
Codex
Codex
Beginnings of Modem Competition: Codex and Milgo 1956-1967
Codex and Milgo: Needing Money 1967-1968
Codex and Milgo Become Public Companies 1968
Codex Encounters Unexpected Problems: 1969
Codex Turns the Corner: 1970
Codex and the 9600: 1971
Codex Passes a Milestone: 1972
Codex: LSI modems and Front-End Processors 1973
Codex: The LSI Modem and Competition 1974-1975
Codex: The Statistical Multiplexer and Competition 1975-1976
Codex and Motorola 1977-1978
Codex: The DataPBX 1978-1981
Codex
Codex
Codex
Codex
Codex
Codex
Concord Data Systems
Concord Data Systems
Concord Data Systems
Concord Data Systems
Concord Data Systems
Concord Communications, Inc.
Digital Communications Associates
Digital Communication Associates
Digital Communication Associates
DCA, Racal Electronics, Timeplex, Paradyne, and Stratacom
General Datacomm
Entrepreneurism Flourishes 1968-1972
Modems, Multiplexers and Networks 1976-1978
General DataComm
Other Data Communication Firms
Infotron
Entrepreneurism Flourishes 1968-1972
Modems, Multiplexers and Networks 1976-1978
Network Switching Systems
Other Data Communication Firms
Intertel
Codex Encounters Unexpected Problems: 1969
Modems, Multiplexers and Networks 1976-1978
Micom
Micom
ADS: Rebirth as Micom 1973-1976
Micom: The Statistical Multiplexer 1976-1978
Micom: Meteoric Success and Competition 1978-1979
Micom: The DataPBX and IPO 1978-1981
Micom
Alex Brown & Sons Conference: March 1983
Micom
Micom - Interlan
Micom
Micom
Micom
Milgo
Beginnings of Modem Competition: Codex and Milgo 1956-1967
Codex and Milgo: Needing Money 1967-1968
Codex and Milgo Become Public Companies 1968
Firms and Collective Behavior: The Creation of the IDCMA 197
Data Communications 1972
Modems, Multiplexers and Networks 1976-1978
Codex and Motorola 1977-1978
Other Data Communication Firms
Paradyne
Entrepreneurism Flourishes 1968-1972
Data Communications 1972
Modems, Multiplexers and Networks 1976-1978
Other Data Communication Competitors
Alex Brown & Sons Conference: March 1983
Spectrum Digital
Other Data Communication Firms
Timeplex
Entrepreneurism Flourishes 1968-1972
Micom: Meteoric Success and Competition 1978-1979
Alex Brown & Sons Conference: March 1983
Timeplex
Timeplex
Universal Data Systems
Entrepreneurism Flourishes 1968-1972
Vadic
Entrepreneurism Flourishes 1968-1972
Data Communications 1972
ADS: Rebirth as Micom 1973-1976
DCA, Racal Electronics, Timeplex, Paradyne, and Stratacom
Networking
3Com
3Com
Robert Metcalfe and the Founding of 3Com
3Com: Product Strategy and Waiting for a PC
3com
3Com - 1982
Ethernet Chips, Boundless Hope and Market Confusion
3Com
3Com
3Com
Computer Communications Revenues Reconcilliation
Timing of Start-Up Financing
Financial Histories Aligned by IPO Year
Cash Uses of Pre-IPO Capital
Entrepreneurial Profit
Synoptics and 3Com Analysis
Networking Sector Income Statements
Networking Market-Structure Analysis
Investment in Innovation by Data Communications and Networking Firms
Bridge Communications
Bridge Communications
Bridge Communications
Bridge Communications
Bridge Communications
3Com
Communications Machinery Corporation
Communications Machinery Corporation (CMC)
Communications Machinery Corporation
DEC, Excelan, Sytek, and CMC
Concord Data Systems
Concord Data Systems
Concord Data Systems
Concord Data Systems
Concord Data Systems
Concord Communications, Inc.
Excelan
Excelan
Communications Machinery Corporation (CMC)
Excelan 1983-1984
Excelan
DEC, Excelan, Sytek, and CMC
Equinox
New DataPBX Competitors
State of Competition: 1985
Interlan
Interlan
Interlan
Interlan
Interlan
Micom - Interlan
Metapath
New DataPBX Competitors
Proteon
Robert Metcalfe and the MIT Laboratory of Computer Science
Proteon
Proteon
Sytek
Michael Pliner and the Founding of Sytek
Sytek: A Broadband Network and Needing Cash
Sytek
Sytek - 1982
Alex Brown & Sons Conference: March 1983
Sytek
Sytek
Ungermann-Bass
Ungermann-Bass
Ralph Ungermann and Charlie Bass and the Founding of Ungermann-Bass
Ungermann-Bass: Xerox, Broadband and Needing a Chip
Ungermann-Bass
Ungermann-Bass - 1982
Alex Brown & Sons Conference: March 1983
Ungermann-Bass
Ungermann-Bass
Ungermann-Bass
Internetworking
cisco
cisco Systems
In Perspective
Network Equipment Technologies (NET)
Network Equipment Technologies
Tymnet and the Caravan Project 1982
Network Equipment Technologies
T-1 Multiplexer OEM Relationships - 1985
Network Equipment Technologies
Proteon
Robert Metcalfe and the MIT Laboratory of Computer Science
Proteon
Proteon
Retix
Retix
Wellfleet
Wellfleet
Wellfleet
Existing Companies
AT&T
Institutional Change in Communications: Deregulation and Break-up of AT&T
Alexander Graham Bell and Bell Telephone Co. -- 1873-1878
Vail Joins the Bell Telephone Company -- 1878-1887
Monopoly Asserted -- 1918-1934
The FCC and AT&T Regulation -- 1934-1946
The U.S. vs. Western Union Lawsuit -- 1949-1956
Computer Inquiry I and the Carterfone -- 1965-1973
The FCC, Jurisdictional Disputes and Direct Connection of CPE -- 1973-1978
Antitrust, Computer Inquiry II and the Break-up of AT&T - 1973-1984
Carterfone, ATT and the FCC 1948-1967
The FCC and Computer Inquiry I 1966-1967
Carterfone, Computer Inquiry I and Deregulation 1967-1968
AT&T and Computer Inquiry I 1969
AT&T and Computer Inquiry I 1970-1971
Data Communications 1972
The Justice Department: IBM and AT&T
CPE Certification and Computer Inquiry II
In Perspective
The Office of the Future, the PBX to CBX, and AT&T
The AT&T Settlement: January 1982
AT&T Introduces CBXs and LANs
The Emergence of Technological Order: 1983 - 1984
AT&T and the T-1 Tariffs 1982-1984
The Beginnings of “Be Your Own Bell”
Bolt Beranek & Newman
The RFQ and Bidding: 1968
Bolt Beranek and Newman: The Winning Bid -1968
The Communications Subnet: BBN 1969
Host-to-Host Software: The Network Working Group 1968-1969
Delivery of the First IMP to UCLA - September 1969
Host-to-Host Software - 1970
Network Measurement Center - 1969-1970
Early Surprises - 1969-1970
Host-to-Host Software: The Network Control Program - 1970-1971
ICCC Demonstration 1971-1972
Overview
Commercializing Arpanet 1972 - 1975
TCP/IP and XNS 1981 - 1983
Bolt Beranek & Newman (BBN) documents
DEC
The Minicomputer -- 1959-1979
Robert Metcalfe and Digital Equipment Corporation
Digital Equipment Corporation (DEC)
DIX (Digital Equipment Corporation, Intel, and Xerox): 1979 - 1980
IEEE Committee 802 and DIX: 1980 - 1981
Digital Equipment Corporation (DEC)
DEC, Excelan, Sytek, and CMC
HP
IEEE Committee 802: 1979 - 1980
IEEE Committee 802 and DIX: 1980 - 1981
IEEE Committee 802: 1981 - 1982
IBM
The Entrance of IBM - 1952
Real-Time Computing -- The SAGE Project -- 1952 - 1958
The Transistor - 1947
Second Generation Computing -- 1959-1963
The Integrated Circuit -- 1959
Management Information Systems -- 1959-1972
The IBM System/360 and the Third Generation of Computing --1964
Timesharing -- Project MAC -- 1962-1968
The Minicomputer -- 1959-1979
Personal Computers -- 1973-1988
The Remarkable Growth in the Use of Computers
The Justice Department: IBM and AT&T
Massachusetts Institute of Technology 1974 - 1977
The IBM PC and IBM’s Token Ring LAN 1981-1982
Does IBM Need Both LANs and PBXs?
IEEE Committee 802 and DIX: 1980 - 1981
IEEE Committee 802: 1981 - 1982
ISO/OSI (Open Systems Interconnection): 1982 - 1983
The Emergence of Technological Order: 1983 - 1984
Sytek
Bridge Communications
Sytek
Rockwell International
ADS Has a Blockbuster 1969
ADS Hits a Wall: 1970
ADS Falls on Hard Times: 1971-1972
Codex: LSI modems and Front-End Processors 1973
Codex: The LSI Modem and Competition 1974-1975
ADS: Rebirth as Micom 1973-1976
Concord Data Systems
DEC, Excelan, Sytek, and CMC
Xerox
Personal Distributed Computing -- Xerox PARC -- 1980
Personal Computers -- 1973-1988
Ethernet and Robert Metcalfe and Xerox PARC 1971-1975
Massachusetts Institute of Technology 1974 - 1977
Metcalfe Joins the Systems Development Division of Xerox 1975-1978
Xerox Network System (XNS) 1977-1978
Robert Metcalfe and the MIT Laboratory of Computer Science
Robert Metcalfe and Digital Equipment Corporation
Robert Metcalfe and the Founding of 3Com
Michael Pliner and the Founding of Sytek
The IBM PC and IBM’s Token Ring LAN 1981-1982
Ethernet Chips, Boundless Hope and Market Confusion
DIX (Digital Equipment Corporation, Intel, and Xerox): 1979 - 1980
IEEE Committee 802 and DIX: 1980 - 1981
TCP/IP and XNS: 1979-1980
TCP/IP and XNS: 1979-1980
IEEE Committee 802: 1981 - 1982
The Emergence of Technological Order: 1983 - 1984
3Com
Interlan
Government
ARPA/DARPA
A Brief Overview of Computer Communications 1968-1988
Timesharing -- Project MAC -- 1962-1968
Personal Distributed Computing -- Xerox PARC -- 1980
The Intergalactic Network: 1962-1964
The Seminal Experiment: 1965
Planning the ARPANET: 1967-1968
The RFQ and Bidding: 1968
Bolt Beranek and Newman: The Winning Bid -1968
Overview
The Communications Subnet: BBN 1969
Host-to-Host Software: The Network Working Group 1968-1969
Delivery of the First IMP to UCLA - September 1969
IPTO Management Changes - 1969
Host-to-Host Software - 1970
Network Topology - 1969-1970
Network Measurement Center - 1969-1970
Early Surprises - 1969-1970
Host-to-Host Software: The Network Control Program - 1970-1971
ICCC Demonstration 1971-1972
In Perspective
Overview
Commercializing Arpanet 1972 - 1975
Packet Radio and Robert Kahn: 1972-1974
CYCLADES Network and Louis Pouzin 1971 - 1972
Transmission Control Protocol (TCP) 1973-1976
Ethernet and Robert Metcalfe and Xerox PARC 1971-1975
Massachusetts Institute of Technology 1974 - 1977
Metcalfe Joins the Systems Development Division of Xerox 1975-1978
TCP to TCP/IP 1976-1979
In Perspective
Standards Making and the OSI Reference Model
TCP/IP and XNS: 1979-1980
TCP/IP and XNS 1981 - 1983
The Department of Defense - OSI and TCP/IP
Bolt Beranek & Newman (BBN) documents
CCB
The FCC and AT&T Regulation -- 1934-1946
The U.S. vs. Western Union Lawsuit -- 1949-1956
Computer Inquiry I and the Carterfone -- 1965-1973
The FCC, Jurisdictional Disputes and Direct Connection of CPE -- 1973-1978
Carterfone, ATT and the FCC 1948-1967
The FCC and Computer Inquiry I 1966-1967
Carterfone, Computer Inquiry I and Deregulation 1967-1968
AT&T and Computer Inquiry I 1969
AT&T and Computer Inquiry I 1970-1971
CPE Certification and Computer Inquiry II
Department of Defense
The U.S. vs. Western Union Lawsuit -- 1949-1956
Beginnings of Modem Competition: Codex and Milgo 1956-1967
Planning the ARPANET: 1967-1968
ALOHANET and Norm Abramson: 1966 - 1972
Gateways/Routers - Network Layer: Integrating Countless Networks
The Department of Defense - OSI and TCP/IP
ENE and Interop
Manley Irwin Papers
Department of Justice
Vail Joins the Bell Telephone Company -- 1878-1887
The U.S. vs. Western Union Lawsuit -- 1949-1956
Antitrust, Computer Inquiry II and the Break-up of AT&T - 1973-1984
The Entrance of IBM - 1952
Real-Time Computing -- The SAGE Project -- 1952 - 1958
The Transistor - 1947
Timesharing -- Project MAC -- 1962-1968
The Justice Department: IBM and AT&T
CPE Certification and Computer Inquiry II
The AT&T Settlement: January 1982
FCC
Monopoly Asserted -- 1918-1934
The FCC and AT&T Regulation -- 1934-1946
The U.S. vs. Western Union Lawsuit -- 1949-1956
Computer Inquiry I and the Carterfone -- 1965-1973
The FCC, Jurisdictional Disputes and Direct Connection of CPE -- 1973-1978
Antitrust, Computer Inquiry II and the Break-up of AT&T - 1973-1984
Carterfone, ATT and the FCC 1948-1967
The FCC and Computer Inquiry I 1966-1967
Carterfone, Computer Inquiry I and Deregulation 1967-1968
AT&T and Computer Inquiry I 1969
AT&T and Computer Inquiry I 1970-1971
CPE Certification and Computer Inquiry II
IPTO
Introduction
Timesharing -- Project MAC -- 1962-1968
Overview
Planning the ARPANET: 1967-1968
Overview
IPTO Management Changes - 1969
Overview
Commercializing Arpanet 1972 - 1975
MITRE Corporation
Paul Baran - 1959-1965
National Bureau of Standards and MITRE 1971 - 1979
The NBS and MITRE Workshop of January 1979
The Workshop
The Symposium
Michael Pliner and the Founding of Sytek
NBS (NIST)
Introduction
National Bureau of Standards and MITRE 1971 - 1979
The NBS and MITRE Workshop of January 1979
IEEE Committee 802: 1979 - 1980
ISO/OSI (Open Systems Interconnection): 1979 - 1980
TCP/IP and XNS: 1979-1980
IEEE Committee 802: 1981 - 1982
ISO/OSI (Open Systems Interconnection): 1982 - 1983
The Emergence of Technological Order: 1983 - 1984
The Role of the National Bureau of Standards (NBS)
Autofact Trade Show - November 1985
The NBS in Action: OSINET, COS, and GOSIP
ENE and Interop
Enterprise Network Event (OSI) - June
Interop (TCP/IP) Trade Show - September
RAND
Real-Time Computing -- The SAGE Project -- 1952 - 1958
Paul Baran - 1959-1965
Token Ring and David Farber, UC Irvine and the NSF 1969-1974
The Role of the National Bureau of Standards (NBS)
Standards Organizations
IEEE 802
Standards Making and the OSI Reference Model
IEEE Committee 802: 1979 - 1980
DIX (Digital Equipment Corporation, Intel, and Xerox): 1979 - 1980
IEEE Committee 802 and DIX: 1980 - 1981
IEEE Committee 802: 1981 - 1982
ISO/OSI (Open Systems Interconnection): 1982 - 1983
The Emergence of Technological Order: 1983 - 1984
Proteon
CCITT
Codex: The LSI Modem and Competition 1974-1975
CYCLADES Network and Louis Pouzin 1971 - 1972
Transmission Control Protocol (TCP) 1973-1976
Open System Interconnection (OSI) 1975 - 1979
Concord Data Systems
ISO/OSI (Open Systems Interconnection): 1979 - 1980
ISO/OSI (Open Systems Interconnection): 1981 - 1982
Dominant Design Examples
ECMA
CYCLADES Network and Louis Pouzin 1971 - 1972
Open System Interconnection (OSI) 1975 - 1979
ISO/OSI (Open Systems Interconnection): 1979 - 1980
ISO/OSI (Open Systems Interconnection): 1981 - 1982
IEEE Committee 802: 1981 - 1982
The Emergence of Technological Order: 1983 - 1984
ISO (and subcommittees)
Standards Making and the OSI Reference Model
ISO/OSI (Open Systems Interconnection): 1979 - 1980
ISO/OSI (Open Systems Interconnection): 1981 - 1982
ISO/OSI (Open Systems Interconnection): 1982 - 1983
The Emergence of Technological Order: 1983 - 1984
In Perspective
The Department of Defense - OSI and TCP/IP
Autofact Trade Show - November 1985
The NBS in Action: OSINET, COS, and GOSIP
NBS
Introduction
National Bureau of Standards and MITRE 1971 - 1979
The NBS and MITRE Workshop of January 1979
IEEE Committee 802: 1979 - 1980
ISO/OSI (Open Systems Interconnection): 1979 - 1980
TCP/IP and XNS: 1979-1980
IEEE Committee 802: 1981 - 1982
ISO/OSI (Open Systems Interconnection): 1982 - 1983
The Emergence of Technological Order: 1983 - 1984
The Role of the National Bureau of Standards (NBS)
Autofact Trade Show - November 1985
The NBS in Action: OSINET, COS, and GOSIP
ENE and Interop
Enterprise Network Event (OSI) - June
Interop (TCP/IP) Trade Show - September
Universities
MIT
Real-Time Computing -- The SAGE Project -- 1952 - 1958
Timesharing -- Project MAC -- 1962-1968
The Minicomputer -- 1959-1979
The Remarkable Growth in the Use of Computers
The Intergalactic Network: 1962-1964
The Seminal Experiment: 1965
Host-to-Host Software - 1970
Minicomputers, Distributed Data Processing and Microprocessors
Massachusetts Institute of Technology 1974 - 1977
TCP to TCP/IP 1976-1979
Robert Metcalfe and the MIT Laboratory of Computer Science
Proteon
MIT - Lincoln Labs
Real-Time Computing -- The SAGE Project -- 1952 - 1958
Timesharing -- Project MAC -- 1962-1968
The Minicomputer -- 1959-1979
Personal Computers -- 1973-1988
The Remarkable Growth in the Use of Computers
The Intergalactic Network: 1962-1964
The Seminal Experiment: 1965
Planning the ARPANET: 1967-1968
Network Measurement Center - 1969-1970
Ralph Ungermann and Charlie Bass and the Founding of Ungermann-Bass
Stanford
Network Measurement Center - 1969-1970
Transmission Control Protocol (TCP) 1973-1976
3Com: Product Strategy and Waiting for a PC
cisco Systems
UC Irvine
A Proliferation of Communication Projects
Token Ring and David Farber, UC Irvine and the NSF 1969-1974
UCLA
Planning the ARPANET: 1967-1968
The RFQ and Bidding: 1968
Overview
Host-to-Host Software: The Network Working Group 1968-1969
Delivery of the First IMP to UCLA - September 1969
Host-to-Host Software - 1970
Network Measurement Center - 1969-1970
Host-to-Host Software: The Network Control Program - 1970-1971
ICCC Demonstration 1971-1972
Codex: LSI modems and Front-End Processors 1973
Wesley Chu and the Statistical Multiplexer 1966-1975
The Department of Defense - OSI and TCP/IP
UCSB
The RFQ and Bidding: 1968
Delivery of the First IMP to UCLA - September 1969
University of Hawaii
ALOHANET and Norm Abramson: 1966 - 1972
Ethernet and Robert Metcalfe and Xerox PARC 1971-1975
University of Utah
The Remarkable Growth in the Use of Computers
The RFQ and Bidding: 1968
Delivery of the First IMP to UCLA - September 1969
Trade Organizations
CCIA
IDCMA
Computer Inquiry I and the Carterfone -- 1965-1973
Firms and Collective Behavior: The Creation of the IDCMA 197
Venture Capital Firms
American Research and Development Corporation
The Minicomputer -- 1959-1979
Minicomputers, Distributed Data Processing and Microprocessors
DEC, Excelan, Sytek, and CMC
J.H. Whitney & Company
Interlan
Network Equipment Technologies
Wellfleet
Kleiner Perkins Caufield & Byers
Ungermann-Bass: Xerox, Broadband and Needing a Chip
Ungermann-Bass
Proteon
Merrill, Pickard, Anderson & Eyre
Network Equipment Technologies
Oak Investment Partners
Ralph Ungermann and Charlie Bass and the Founding of Ungermann-Bass
New DataPBX Competitors
Robertson Colman & Stevens
3Com
Sequoia Capital
3com
cisco Systems
Sevin Rosen Bayless Borovoy
Proteon
Investment Banks
Alex. Brown & Sons
Alex Brown & Sons Conference: March 1983
Interlan
Micom
Alex. Brown & Sons
Digital Communication Associates
Goldman Sachs
Micom
Ungermann-Bass
Montgomery Securities
Codex
Robertson Colman & Stephens
3Com
Salomon Brothers
Samples of Experts' Opinions
which firms will adapt successfully?
Interview-transcripts
Alphabetical Listing
Abramson, Norm
Bachman, Charles
Baran, Paul
Bass, Charlie
Bell, Gordon
Bingham, John
Botwinick, Edward
Carr, Art
Carrico, Bill
Cerf, Vint
Chu, Wesley
Clark, Dave
Clark, Wesley
Crocker, Steve
Dalal, Yogen
Dambrackas, Bill
Davidson, John
Davies, Donald
Day, John
Dolan, Bob
Donnan, Robert
Dow, James
Estrin, Judy
Evans, Roger
Farber, David
Farr, Bill
Fernandez, Manny
Forkish, Robbie
Forney, David
Frank, Howard
Frankel, Steve
Graube, Maris
Grumbles, George
Heafner, John
Heart, Frank
Hill, Jay
Holsinger, Jerry
Huffaker, Craig
Hunt, Bruce
Johnson, Johnny
Jordan, Jim
Kahn, Robert
Kaufman, Phil
Kinney, Matt
Kleinrock, Leonard
Krause, Bill
Krechmer, Ken
LaBarre, Lee & Brusil, Paul
Licklider, J.C.R.
Liddle, David
Loughry, Don
Lynch, Dan
MacLean, Audrey
Maxwell, Kim
McDowell, Jerry
Metcalfe, Robert
Miller, Ken
Mulvenna, Jerry
Nordin, Bert
Norred, Bill
Nyborg, Phil
Pliner, Michael
Pogran, Ken
Postel, Jon
Pouzin, Louis
Pugh, John
Rekhi, Kanwal
Roberts, Larry
Rosenthal, Robert
Saltzer, Jerry
Salwen, Howard
Severino, Paul
Slomin, Mike
Smith, Bruce
Smith, Mark
Smith, Robert & Thompson, Thomas
Strassburg, Bernard
Taylor, Robert
Ungermann, Ralph
Warmenhoven, Dan
Wecker, Stuart
White, James
Wiggins, Robert
Wilkes, Art
Zimmerman, Hubert
Listing by Company/Organization
Startups
Data Communications
American Data Systems
Art Wilkes
Codex
Art Carr
John Day
David Forney
Jerry Holsinger
Ken Miller
ComDesign
Bob Dolan
Concord Data Systems
Ken Miller
Digital Communications Associates
Craig Huffaker
Bert Nordin
Equinox
Bill Dambrackas
General Datacom
Robert Smith & Thomas Thompson
Infotron
Bill Dambrackas
Intertel
Jerry Holsinger
Metapath
Bruce Hunt
Micom
Roger Evans
Steve Frankel
Bill Norred
Paul Severino
Microcom
James Dow
Milgo
Bill Dambrackas
Matt Kinney
Network Analysis Corporation
Howard Frank
Paradyne
Jay Hill
Robert Wiggins
Telebit
Paul Baran
Johnny Johnson
Jim Jordan
Timeplex
Edward Botwinick
Universal Data Systems
George Grumbles
Mark Smith
Vadic
John Bingham
Ken Krechmer
Kim Maxwell
Networking
3Com
Bill Krause
Robert Metcalfe
Bridge Communications
Bill Carrico
Judy Estrin
Concord Data Systems
Ken Miller
Excelan
Kanwal Rekhi
Equinox
Bill Dambrackas
Interlan
Paul Severino
Proteon
Howard Salwen
Sytek
Michael Pliner
Telebit
Paul Baran
Johnny Johnson
Jim Jordan
Telenet
Larry Roberts
James White
Ungermann-Bass
Charlie Bass
John Davidson
Judy Estrin
Jim Jordan
Ralph Ungermann
Wang Laboratories
Jerry McDowell
Wellfleet
Paul Severino
Zilog
Charlie Bass
Bill Carrico
Judy Estrin
Manny Fernandez
Bruce Hunt
Kanwal Rekhi
Ralph Ungermann
Internetworking
Network Equipment Technologies
Robbie Forkish
Audrey MacLean
Bruce Smith
Proteon
Dave Clark
Howard Salwen
Retix
Steve Frankel
Wellfleet
Paul Severino
Existing Companies
Bolt Beranek & Newman
Frank Heart
Robert Kahn
Ken Pogran
DEC
Gordon Bell
Paul Severino
Stuart Wecker
HP
Bill Krause
Don Loughry
IBM
James Dow
Dan Warmenhoven
INTEL
Phil Kaufman
Prime Computers
Bill Farr
Paul Severino
Xerox PARC
Yogen Dalal
David Liddle
Robert Metcalfe
Robert Taylor
Government
Advanced Research Projects Agency (ARPA)
Vint Cerf
Steve Crocker
Robert Kahn
J.C.R. Licklider
Larry Roberts
Robert Taylor
Computer & Communication Industry Association (CCIA)
Phil Nyborg
FCC - Common Carrier Bureau (CCB)
Mike Slomin
Bernard Strassburg
IEEE 802 Committee
Maris Graube
Dan Lynch
Jerry Saltzer
International Standards Organization (ISO)
Charles Bachman
John Day
Louis Pouzin
James White
Hubert Zimmerman
Interop
Dan Lynch
MITRE Corporation
Lee LaBarre & Paul Brusil
National Bureau of Standards (NBS)
John Heafner
Jerry Mulvenna
Robert Rosenthal
National Physical Laboratory (NPL)
Donald Davies
Universities
Massachusetts Institute of Technology (MIT)
Dave Clark
Wesley Clark
J.C.R. Licklider
Robert Metcalfe
Larry Roberts
Jerry Saltzer
University of California Irvine
David Farber
University of California Los Angeles
Vint Cerf
Wesley Chu
Steve Crocker
Leonard Kleinrock
Jon Postel
University of California Santa Barbara
Bob Dolan
James White
University of Hawai’i
Norm Abramson
Charlie Bass
Robert Metcalfe
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