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Technology Stocks : The *NEW* Frank Coluccio Technology Forum
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To: Peter Ecclesine who wrote (6970)3/23/2004 10:05:51 PM
From: George Gilder  Read Replies (3) of 46821
 
The ultimate emancipation is the all optical network, which is agnostic to protocol, bitrate, content, and control plane. The all optical network is intrinsically circuit switched from the edge. It uses the frequency both to define the route and to bear the message. Any other system will be so drastically less efficient that it will succumb to WDM.

WDM is best seen not as a source of bandwidth but as a force for connectivity. Just as the microcosm triumphed because smaller transistors ran cooler cheaper faster better, WDM runs progressively cooler cheaper faster better up to some 10K lambdas on a fiber. Just as integrated circuits of silicon triumphed in computers, integrated circuits of silica will triumph in communications.

The entire core of the network will harden into glass and light. The edge will soften into programmable logic. In between them will be optoelectronic interfaces at the chip level that dissolve the pins and boards into beams of light, hundreds of thousands of vertical cavity surface emitting lasers and photodetectors linked directly to the silicon integrated circuit and fanned out into the silica WDM network. Cisco's routers will be distilled onto single chip systems and dispersed everywhere on the edge. Cisco will become a "solutions" company like IBM.

Just thought you might like to know.

--George Gilder
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