Here is the continuation of that response.......
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Scott Bailey, s'more splainin'...
Okay so the DWDM they ordered is just as a trial. 1% of the contract each to LU and Cien. (Your point about LU making their network management software compatible with Cien shows another Ciena weakness! They have proprietary technology, which does not speak well to other gear!!! While Lucent uses Open Systems Architectures as does Osicom...)
Anyway, here's more... dude's speaking about DWDM
"It really depends on the cost of reinforcing the existing fiber," he explains. "Generally speaking, it lends itself towards the longer spans, obviously. But in other situations - like in a metropolitan area where you may have conduit congestion, you may have duct congestion - then it certainly would benefit us to use wave-division multiplexing on some of the shorter routes."
"Initially, we're going to be looking at metropolitan areas for this technology," adds Ells Edwards, a Bell Atlantic spokesman. "Not to say that at some point in the future the economics will change and we'll be deploying it elsewhere. But right now you're looking at a business case scenario where it makes sense for Bell Atlantic to do this in a metropolitan area."
NOT TO SAY THAT AT SOME POINT THE ECONOMICS WILL CHANGE... YOU'RE LOOKING AT A BUSINESS CASE SCENARIO... it ain't over yet! Nowhere near it!
s'more...
The contracts are designed to let the two competitors share the wealth equally. "These two vendors are on an equal footing as far as Bell Atlantic is concerned. We consider both of them to be very viable suppliers for this technology, and I don't think any one has the upper hand," Edwards explains.
<<So they were on equal footing last May. Then what heppened to Ciena? LU=CIEN in metro DWDM is not good news is it? He does not think either has the upper hand!!!! ;-)>>
However, the 50/50 split could change if a vendor slips up. "The 50/50 market share is guaranteed if in fact they maintain their performance levels with Bell Atlantic," warns Dunsey. "The performance levels are based on product availability, feature availability, and cost data, obviously. And we have standards that we set for all of the suppliers, and if in fact they don't live up to a particular standard that was set for them, then there is the potential for them to lose market share downstream."
<<So if a company came along with product availability, feature-rich products, cost effective metro-targetted products with high reliability, then LU and CIEN could lose market share downstream. Isn't that true??>>
The DWDM systems of both companies are currently undergoing lab evaluation, with the CIENA equipment slightly farther down the road to deployment. When the equipment does reach Bell Atlantic's network, it will put the regional holding company (rhc) in a unique position, according to Kathy Szelag, director of strategy at Lucent's Optical Networking Business.
<<They are undergoing LAB EVALUATION, NOT DEPLOYED YET! WHEN THE EQPT DOES REACH... IF THE EQPT DOES REACH... :-) :-) >>
"All the RHCs have a little bit of that going on. But as far as we know, this is the first time that any RHC has signed a commitment contract to go WDM in any large measure," she says.
<<So maybe MediaOne knew something when they chose the Gigamux after under 6 months of testing. At the very least it is focussed on Metro needs and designed to match the usage.>>
<<comments mine interspersing the extract of Scott's linked source. >>
So you see Scott we do check things out once in a while. Your finding this board somewhat saccharine or cloying is understandable, but that is not to say we are not thinking. Lucent is a great company and I would not mind if LU bought Osi at some point - AS LONG AS THE PRICE IS RIGHT! But for that to happen Osi must make profits and huge sales. But one step at a time. The Seminars obviously are aimed at helping prevent companies from blowing their monies on SONET and Crossconnect gear, when they could have the EPC and DWDN and connect to Terabit routers and switches more cheaply. They can transfer OC-48 data, and intersperse ATM, SONET and Gigabit Ethernet data relatively easily and cheaply. The seminars are helping create that awareness. So there is good news in that post now isn't it? The seminars make much more sense now!!!
Regardless of your leanings Scott, Lucent is a great investment and you are not going to regret it ever. I hope Osicom comes through too, and we make it to the big leagues. Till then, here's hoping for the best... Gooooooo FIBR!!! |