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Technology Stocks : Silkroad

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To: ftth who wrote (455)8/6/1999 6:10:00 PM
From: Frank A. Coluccio   of 626
 
".. in other words this fits the textbook definition of a discontinuous innovation--not compatible with existing systems."

Not exactly. Rather, it appears to me that it may excel in how it treats some point solutions, like very dense flows over long distances, rather well. But it may not be well suited at this time for other opportunities, such as those which already contain traditional traffic types at the lower levels, like those whose integral elements usually facilitate subordinate channel grooming and filling, through individual time slot management techniques.

What emerges from this appears to be the following: SR may be an ideal means of aggregating already-aggregated flows... super flows, if you will, like OC-192s, GbE's, Fibre Channels, "groups" of TV channels, etc., if the technology performs as advertised. It can conceivably be used, in other words, to ship those flows in their native forms as super aggregates.

At the terminating SR unit, each of these aggregations could be split off and sent to the types of devices which are best suited to handling them. E.g., Gb/Tb routers, digital cross connects, Storage Area Networks (SANs, NASs) which employ Fibre Channel, and Future I/Os, etc.
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