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Technology Stocks : George Gilder - Forbes ASAP

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To: George Gilder who wrote (595)7/7/1998 12:57:00 PM
From: Frank A. Coluccio  Read Replies (1) of 5853
 
George,

Your writings and visions of an all-optical, heterodyne-
like, fiber sphere or info sphere have inspired, and in
many cases reinforced, me and many others in the belief
that somewhere over the rainbow (if I might borrow that
term) we will actually come to see the emergence of such
a platform.

The arguments are there, but the physical implementations
are lacking, and more frustrating than that, there are
Manhattan Project-like initiatives underway to create even
larger barriers to its fulfillment. Take a peak at the Full
Service Area Network (FSAN) series of articles that exists
in Telephony Mag's IP.net section at:

internettelephony.com

You'll have to click on IP.net on the left hand side of the
page, and navigate your way to the June 29 articles. I found
it somewhat interesting that they would label the new
section IP Net, since everything there, as in other similar
initiatives, is predicated on an ATM foundation to the end
user location.

Do you have any ideas, or notions, that you could share with
us, as to how the break point to an all-optical outlook might
occur, or what form of migration strategy could possibly
turn this ATM/electrification momentum around to the point
that a new optical direction is established? In other words,
what will it take to see the break point occur?

Your time on this would be greatly appreciated by all, I'm
sure.

Best Regards,
Frank Coluccio
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