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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: justone who wrote (8434)9/11/2000 12:37:16 PM
From: elmatador  Read Replies (2) of 12823
 
Have we reached a consensus that: SDH/SONET will be in the networks for a while? Suppose I have a few rings and just lighted up one STM-1 155Mbit/s. I just keep upgrading all the way up to 2.5Gbit/s STM-16. My management system inicial investment is kept intact.

Moreover, we can now have a fiber head right into the telephone switch. So I can terminate my fiber right into the 5ESS, AXE or EWSD and there I have my STM-1 for the trunk junction. Managed from the OSS. Quite attactive to Telcos.

Once I reach that capacity SDH/SONET life can be extended as Frank explained.

(OK I am oversimplifying this)

I think this leaves the Lambda space for Metro loops. The question is: would there be enough demand to load all that carrying capacity the Lambda crowd promise?

Yes, but only if we gather lots of traffic, route them over a single point and form there then we could put SDH in one Lambda, IP over another, ATM over another and so on. But then this type of network does not exist. We would have to built it that way in order to use all the ammo that the optical marketecure promises.

Just to reinforce my point. Let me take Czech Republic: Look here we have three mobile operators, their transport network is very small,plus the Ministry is in the process of selling three WLL licenses and there is UMTS coming along.

Vendors will sniff a surge in transport capacity. But there is no entity here as the sole provider of this said capacity. In reality we have is a few carriers of these traffic. In the end each one of them will increase capacity here and there (possibly SDH expansion) and we will not see a huge surge in traffic requirement that would justify building the optical juggernaut.

Now lets blow up Czech Republic into an Europewide scale, perhaps the picture would not differ very much.
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