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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (35204)	11/23/2000 12:12:43 AM
From: Thomas Mercer-Hursh	Read Replies (2) of 54805

It it isn't reall "all optical" then it fall short of its hype and its level of disruptiveness is unpredictable, beginning at "not disruptive at all". Haven't we been around this path more than once before? The real holy grail in optical, with no current contenders, is optical routing, i.e., actually responding to the information in the packets. Short of routing, all one has is quickly switchable circuits based on external configuration information ... useful, but miles short of where we are with non-optical. One is little more than a fancy patch panel; the other something that responds to the information in the signal.

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