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Technology Stocks : Lucent Technologies (LU)

LU 2.415

+1.9%

Nov 21 9:30 AM EST

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To: Techplayer who wrote (13227)	2/4/2000 9:43:00 AM
From: Mr.Fun	Read Replies (1) of 21876

This piece has very little to say other than to snipe about semantics. The LamdaRouter does not NEED to regenerate signals - it increases the dispersion slightly, so the runs between regenerators will be shorter than if were a plain fiber run with amplifiers - I don't know the specs, but it seems a small price to pay for the elimination of latency and the equipment cost of doing an O-E-O in the core fabric. As for it not being a true "router" - no one ever claimed that it was going to do layer3 packet look-ups. The concept is that it routes lamdas (individual wavelengths) not packets. So call it an optical cross-connect - this category of product will be very, very important to companies that want to provision wavelengths to individual customers - (N.B. the real action will be at matrix sizes 1000x1000 and larger). So, to call it a lambaROUTER is marketing certainly, but it doesn't mean it isn't a real advance, or that they won't sell a lot of them.

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