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Technology Stocks : Frank Coluccio Technology Forum - ASAP

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To: axial who wrote (1565)5/8/2000 3:33:00 AM
From: Frank A. Coluccio  Read Replies (2) of 1782
 
I've read, even offered opinions on, the relationship between optical gains and Moore's Law in the past. The multipliers keep changing, in the upward direction. Establishing the baseline and the ground rules is a lot of discussions.

Six years ago I began a similar exploratory which would wind up lasting two years. The discussion was titled TNB, for total national bandwidth. I had some of the writers of Business Communications Review magazine involved at the time, along with about thirty professionals from around the world, and it aired on the Compuserve Telecomm Forum, as such. It was at that time that we were talking about trading bandwidth like pork bellies and air polution rights.

In the midst of those discussions Tom Evslin left Microsoft to join AT*T, and made the statement that if anyone was going to cannibalize AT*T's rates, it might as well be AT*T. And Jeff Pulver was just becoming known for his VON works. Evslin now runs ITXC and Jeff runs Pulver.com and the Min-x.com exchange. These last two facts weren't really necessary to include here, except that they assist in describing the telecom idiom at that time. It changes.

And then came the wavelength division multiplexing explosion, which came to be known as DWDM technology as first released in the September of '96 Supercom Show. The rules changed once again.

So, where do we start? There's all kinds of ways to approach this. Even "soft" gains come into the picture when you consider the enabling characteristics of gigabit applications over fiber facilities that never would have occurred using metallic alternatives.

FAC
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