Mr. Fun, Thank you for your in depth response. Paul Silverstein also seems to have a disagreement with the 400G (I posted). Given that and the following comments, do you still agree? I am long many thousands of shares and am trying to discern fact from fiction at this point. the followinf is not a Robbie Stevens comment....
"PART 1 of 7 FEBRUARY 01, 2000
Optical Illusions
Introduction: Bold Claims
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When Lucent launched its LambdaRouter last November, it described it as "the industry's first all-optical router."
Guess what? It was wrong on both counts.
First, the product isn't 'all-optical' at all. The LambdaRouter switches light, sure, but outgoing signals have to be regenerated electrically before they can be transmitted any distance.
Second, it's not a router - in that it doesn't read layer 3 information and make decisions on how to send traffic based on the most expedient route.
So if it isn't all-optical, and it isn't a router, what is it? "It's an automated patch panel," says Nicholas De Vito, director of marketing at Tellium Inc. (http://www.tellium.com/), an optical networking startup
Essentially, what Lucent has built is a relatively large, 256 by 256 port, prototype optical switch using micro electro-mechanical (MEM) technology.
Lucent Technologies Inc. (http://www.lucent.com) is far from alone in hyping the all-optical aspect of its developments. In fact, the way vendors market their products is becoming as important as the technology they sell."
Brian
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