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Technology Stocks : Sycamore Networks Inc-(SCMR)

SCMR 0.226

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Nov 30 4:00 PM EST

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To: ftth who wrote (1918)	2/17/2001 1:25:41 AM
From: ahhaha	Read Replies (1) of 2249

That'd be some trick considering the experimental dwdm transmission records set last year are less than 100x from the theoretical bandwidth of fiber. That's already old. Fiber which is being developed now will have many orders of higher capacity. GLow Worm has some pretty hot stuff they will be releasing soon. Besides, there's no source that comes remotely close to being able to supply even the current dwdm capacity records as a single channel. It's a lock that such limits will be broken almost immediately which you can confirm has happened over the last two years. Remember where we were in '97? And besides that, the numbers you are talking would be more than a GHz for every man, woman, and child at every remote reach of the planet. One experiment at Fermi Lab created data spanning a roomful of exabyte's tape. That's exa. Some users have incredible throughput demands that they couldn't begin to try to put on a channel. They have to tape it and ship Fedex. The total market size for such a transport system would be one unit. Better put, one of the transport systems will operate as a unit even though it will be composed of functional components, links, which can be toll supplied to other such unital systems owned by other operators to balance supply and demand. No one will build it for that reason alone, even if they could. That isn't the reason one will be built. Many will be built because in spite of the unimaginable throughput, it will all be used, and the separate systems will be competitive. Recall Say's law: supply creates its own demand. The bottom line here for SCMR is that they need to specialize with what they've got. That requires getting out of the long haul where returns are rapidly diminishing and getting in where the carriers need a low cost flexible solution. This positions them to be beneficiaries of technological developments as they become available, rather than being behind the eight ball when the

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