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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Joe Wagner who wrote (31189)	9/8/2000 5:36:02 AM
From: DownSouth	Read Replies (5) of 54805

Joe, I see you have gotten some responses to the 'optical router' question, but I got up early so I deserve a stab at it. It appears to me that what Sorrento is describing in their glossy press releases is the ability to change the path of the optical network configuration, re-allocating bandwidth. This is not the same as packet "switching", which requires analysis of the data packets as they flow through the network and switching the pat of the individual packets based on traffic conditions and the destination of the individual packets. No one has come up with the basic science required to analyze the data being transmitted as a light signal without first converting that light signal to an electrical signal. Until that basic science is developed, there will not be any pure optical switch. Using the train switch analogy, what Sorrento is doing is allowing the network admin to switch the track so that any trains coming down that track take a particular path. The net admin still doesn't know what trains are taking that path, what the individual cars on that train contain, nor what their final destination is. He just switched the track.

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