George Gilder - Forbes ASAP Message Board

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Technology Stocks : George Gilder - Forbes ASAP

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To: Frank A. Coluccio who wrote (5071)	10/20/2000 1:58:40 PM
From: Stephen L	Read Replies (1) of 5853

If a tree falls in the forrest and .... It would seem like the question you asked is one of symantics and not technology. Given current tech the "all optic" circuit or light path switching you speak of would require some form of O-e-O conversion to change frequencies and provide the (albiet minimal) intelligence to provision the series of paths to get from point A to B to C. Perhaps in a few year Silicom Optical Amps or some version of Corvis' Op Amp will permit an "all optic" regeneration of the incoming signal on a new frequency. Perhaps in a few more years Agility's tunable laser chips might create an even more (fluid, transparent, efficient...???) way to switch the lightpaths. I am not sure it was GG's intention to dwell on the transparency of the network. Rather I believe the efficiency he was speaking of was that of constructing a circuit once (with what ever types of switch work) vs a pack based routing network. If there is a sufficient redundancy of point to point connections than it makes more sense to set up a circuit once for the duration of a "call" than to break the "conversation" into packets and route/switch each independently through the net. I agree with this premise but don't think the redundancy is here yet and hence TCP/IP, MPLS, MPLambda and other protocals will still be very useful. AVNX seems to have an interesting set of products for current and future WDM applications. I suggest looking at their patents (one was referenced on the FrozenCannuck's Speakers corner on the Motley Fool). They seem to have a good command of interleavers, EDFAs, various grating filters and interferometers to manipulate very narrow passbands of light for many apps (Mux/Demux,. They also are using polarization of frequencies to help control/manage output from beam splitters. I am still trying to make sense of some of their technology, but it goes far beyond what most interested parties on SI or GG's boards have been talking about. Regards Steve

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