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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: ftth who started this subject12/2/2000 8:46:18 AM
From: Elsewhere   of 46821
 
Barron's Features: Seeing the Light

For the record:

Barron's Online December 4, 2000
Optical switches will be the next big thing in data transmission
By Bill Alpert
interactive.wsj.com

The optical Internet is a modern wonder. In the last decade, the cost for a kilometer's worth of gear that carries a billion bits per second of data has plummeted -- from $1,000 to $100. Firms like Nortel Networks and Ciena delivered that deep discount, with gear that packs dozens of signals on a single optical fiber, overlapping different colors of light through the technique called wavelength division multiplexing. By doubling their price-performance every 10 months, optical networks have left semiconductors in the dust. Moore's Law, as every kid knows, doubles computer processor power just every 18 months.

"Bandwidth is cheaper than processing power," said Nortel chief executive John Roth on Thursday, at the 25th anniversary of the Toronto firm's New York Stock Exchange listing. The Big Board's trades, Roth proudly noted, are crossed on computers in Brooklyn, not Wall Street. ...
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