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Technology Stocks : Frank Coluccio Technology Forum - ASAP

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To: GHowe who wrote (869)1/5/2000 1:16:00 PM
From: Frank A. Coluccio  Read Replies (1) of 1782
 
re: FTTH Products, Services

Hi Gordie,

"..It will be interesting to see if their business model stands the "test of time" against the prowess of the RBOC, CLEC and cable companies."

Are you perhaps thinking of ClearWorks or SplitRock, or how OS's wares might be implemented by these two? [There was another outfit that was impressive recently in this nascent FTTH sector, but their name slips my mind now. Know who they are?]

It seems to me that these folks (OS) are not competing with the established telcos here, rather, they are attempting to sell them and their competitors an open line of PON/303 products. See their web site:

opticalsolutions.com

From their profile:

"Business - Design, manufacture, and market the only true iber-To-The-Home (FTTH) Passive Optical Network (PON), for voice, video and data to Service Providers worldwide."

I've got more to say, but I've also got some work that beckons.

Later, Frank
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