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Technology Stocks : The *NEW* Frank Coluccio Technology Forum
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To: Raymond Duray who wrote (1205)11/2/2000 9:15:28 PM
From: ftth  Read Replies (1) of 46821
 
Hi Ray, I brought them up a while back, in response to a post Frank did:
Message 14537211

I think we had a short PM discussion about them both. I could never find anything specific enough to understand exactly what the pros and cons might be. It was also not clear how this is any different conceptually than hundreds of adjacent FDM channels on a cable network getting shipped cross town over fiber, then demodulated down to send the FDM package down the coax (other than the fact that not all those FDM channels on a cable network are digital streams prior to being modulated, but that's a minor detail). It would seem that if cable systems were violating these 12 Lockheed patents they are licensing, that Lockheed would have a field day suing cable operators. Since they aren't I can only assume they have some subtle twist. If that twist is "just different" and not better in any useful way, the licensing revenues would be a waste. They make no references to special twists anywhere I could find. It sounds to me like it’s “tried and true” technology shifted up in spectrum. Generally these apparently simple re-applications of something that already exists bring about new sets of unforeseen problems. Maybe that’s where the patents come in. Maybe they’re subtle but necessary.

Not knowing what the special problems might be in the spectrum shift, it would seem to me that any comm company worth their stuff should be able to field a competing product (especially the ones that are now already branching out into the optical arena with their product lines). I do think, however, that there are potentially economic advantages for SCM over dwdm in many cases, as long as all the internal processing for SCM can be done in CMOS. If they have to go to exotic processes they may lose any economic advantage. I would like to know, however, what they are doing to perform higher order modulation on a gigabit stream (as they infer)—especially at the receiver side.
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