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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Bernard Levy who wrote (1955)8/24/1998 1:57:00 AM
From: Frank A. Coluccio  Read Replies (1) of 12823
 
Bernard,

Agreed that the timing is still a ways off at the workgroup level. But perhaps not at the server farm level, where an increasing number of very high speed links (100, 1000Mbps) will be deployed over copper and fiber alike.

I have to stop and wonder what the price tag per NIC will be, given the sophistication factors you spoke of... Any initial idea? I sense that the traditional reasons for using copper, i.e., the costs of the electronics for the f-o NIC and f-o concentrator ports, may be reversed here, crossing over, if you will, as fiber provisions continue their decline in costs, and the potential prospect of the copper costs becoming higher. What do you think? Do you see a narrowing of the pricing gap anytime soon at the higher speeds?

Frank
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