BR, it was very good of you to send me the warburg commentary on lucent opto; which did much to keep me on track about lu.
i'm puzzled that neither you, nor anyone else, addresses my questions about lucent's "ultra-dense" wdm lab product 37 gigs OC-48 versus nortel's actual sales of 10 gig OC-192 products which they've used to build out almost all present long-haul fibre networks. is the "ultra-dense" not pertinent to the long-haul. if not, what is its utility? i'm sure the very informed Mr.F is right that essentially the 2 are neck and neck and each'll get their share. but i would like to understand these 2 key products made by each of my major holdings. is it that a) the basic reason to own lu and nt is because they build the highway that everything else serves or uses, and b) that highway is in OC-192 for now and the near future? that all else, however important and profitable, is peripheral? i put it as a question, i may be 'way off base. i wish someone would tell me exactly what OC-48 and OC-192 ARE? and why sending data at 37 gigs isn't superior to sending it at 10 gigs because the 37 gigs is in OC-48 while the 10 gigs is in OC-192.
lastly no one tries to guess how important qtera's 2,000mi w/o regeneration technology is to lu and nt.
are these two questioins simply unimportant. or could they lead to a "disruptive technology", as george gilder's colleague calls it, that both lu and nt had better heed.
if i find the answers off this thread, BR, i'll put them on here. thanks again, sincerely. |
