Interesting article, Ken. Thanks. But I think that it bears mention at this point that while advancements in optical system speeds might be running fast at the spigot right now, the electronics end of the equation still has to keep up. And here's where a new form of bottlenecking is taking place, hence some areas of new investment opportunities.
Finding the electronic chip-based switching and gating technologies that can keep pace (actually they must be a little faster in order to buffer any slippage) with those optical speeds at the baseband level is key right now, lest those rays of light become relegated to spaghetti and get sucked into black holes and go nowhere. Who are those chip companies and what technologies will they use? I think that here is an area where some new investment opportunities may exist, but you already knew this, I'm sure. Just thought I'd point it out.
An interesting article that speaks to some of the advancements in chip (and other technologies') speeds was posted by Dave Horne on the FCTF board at:
Message 11919402
Who knows. At some point the techs that handle these speeds may all move into the photonic region, anyway, but that will be some time into the future. Today's optical speeds require counter-point on the electronic side, now.
Regards, Frank Coluccio
ps - Crossy, who usually posts on some of the optical threads, got me to thinking in these terms recently, and there's a lot of merit to it, IMO. |
