Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

Jan 9 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: John Trader who wrote (48130)	6/19/2001 12:25:46 AM
From: robert b furman	Read Replies (4) of 70976

Hi John, Fiber can transmit 80 different colors of light in the same fiber vs just one in dark fiber from old approaches. The photon gets modulated at speeds of 10gbps and the leading edge is 40 gbps.This is very expensive but handles 4x 80 times as much data. Two companies I know of are using polymeric optoelectric active fiber as modulators and are about to reinvent the technology of modulators.This new technology tests out at 40gbps and can go up to an unheard of 100 gbps.So now all that fiber can handle 4x80x21/2 as much bandwidth. Think of bandwidth as the capability of switching light on and of(modulating) long and short blips of light much like electrons in wires pass thru a microprocessor - x's and o's. The main point is technology is just beginning in fiber optics much like transistors and IC back in the 60's. The future growth is to connect the last mile so all this data can be used with all of the population.So the long lines are done(with technology enhancements)now we need to connect evrybody so we can fill up the lines. Metro area networks will do this - starting with big business centers and working its way down. The bad part of the story is it will be done at the rate of the Rbocs (baby bells) they are the only players left with money.their approach will be slow and methodical. Lets face it the IPO money is gone-the banks stopped lending and last fall the brokers got burned underwriting the debt.So what's left now is pay as you go. It really is good business, just not the guns and butter we're used to: 360, levelthree, winstar,all are out of cash - the party is over.They even used up some of Csco,and Nortels money. Its over. That is the surprise of the telecom slow down - common sense finally prevailed when the MOMO money was spent. JMHO Bob

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next