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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: Phil Jacobson who wrote (9101)11/5/2000 8:03:16 PM
From: Raymond Duray  Read Replies (1) of 12823
 
Re: Optical Software

Hi Phil,

My question is what public companies are positioned to take advantage of this potential next shift in priority?

Great question, and one which is on a lot of our collective minds.

While not a recommendation, a good starting point is to look at the ODSI initiatives as proposed by SCMR and then try to sort out why ODSI didn't fly with the OIF crowd, led by CSCO and CIEN.
lightreading.com
There are numerous other on-topic articles at LightReading, and plenty of URLs to follow up with.

One of the Holy Grails of the optical software game is provisioning. In essence, in days gone by, a customer would call its telephony service provider and request added capacity. Provisioning this in increments of T-1/E-1 or similar granularity could oftentimes take months, as new cable and equipment were installed. The concept for today's version of provisioning is to do it all (or almost all) in software and reduce the time to supply new capacity to a customer to minutes instead of months. Enron is very keen on this and finds that the idea is very complimentary with its commodity market approach to bandwidth provisioning.

Additionally, you might want to take a look at Operation: Interoptical
oni.com
This is a consortium of 7 vendors who are trying to create a seamless end-to-end solution for the corporate IT department. I remember them as the ABCJOST club.

HTH, Ray :)
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