BR, you seem to have a good handle on the technology.
If nt acquires qtera which scenario is more likely:
a). big blow to lu because it can't now transmit 2,000 mi.
w/o regeneration, and also trails badly in OC-192 SALES.
b). self-inflicted blow to nt, because lu has equal or better
than qtera's tech. now in Bell Labs. so nt must pay $3.5
bill. to get it, thus reducing nt's r&d budget severely.
c). whole issue of minor significance.
also:
what is the difference between OC-48 and OC-192? i've read that all new long-haul fibre networks are in 192, and that nt built 18 out of about 20 of these networks. lu's nov. 10 announcement of "ultra-dense wdm" cites 37 gigs p/s which they BELIEVE is scalable up to OC-48 data rates for a capacity of several TERABITS p/s. nt is selling a product in OC-192 at only 10 Gbp/s. could it be that 10 Gbp/s in OC-192 is faster, wider bandwidth than 37 Gbp/s in OC-48?
(very puzzled on that one). what is the value of OC-48 if all the new long-hauls are in OC-192? i realize that i'm comparing a lu lab product with an nt saleable, and sold, product; but when lu gets its "ultra dense" on the shelves, will that jump them ahead of nt (if nt is still with 10Gbp/s), or even then does lu have a row to hoe because that doesn't catch them up in 192?
i also know that lu has made some 192 sales this quarter; but i don't know if they have nt's power in the 192 space
(nor do i understand what 192 vs 48 means).
i do know that lu leads nt in switching, dwdm/optical overall, cdma, network installation & maintenance, remote access, frame relay, ATM switching, voice over IP, wireless networks and software. that's why i own the stock.
do you have any info re the 192 and qtera issues?
on Gary's concern about the "outage": i had an outage on my toaster this morning, so i'm shorting con edison, hydro- Quebec and the northeast power grid. |
