FIBR on list of biggest gainers for today
my.excite.com
ALSO
NOTE CONFIRMATION OF MEDIA ONE
Marian Bass Securities Corporation
Morning Report May 10, 1999, By: David Rogers
Discovery Equity Research Small Cap Emerging Growth
Osicom Technologies, Inc.: BUY UNDER $10 for speculative risk, trading profit potential. The recent activity in FIBR is shares is reminiscent of a tug of war at a 4-H picnic. In this case, it's the longs vs. the shorts. In the middle is a big mud puddle, and one party or the other is bound to get mud in their respective eyes (or wallets). We visited Osicom's GigaMux division (metro area DWDM technology) in San Diego in late March. They have achieved significant optic bandwidth (2.5 gigabytes per second to 80 gigabytes per second). This product is a major growth focus, and is the metro DWDM market leader with 10 customers, including high profile names like Media One and Texas Utilities. The recent Bloomberg article was wrongheaded. Let's don't let misinformation in the media get us offtrack in recognizing the real growth story -- and value -- here. Northern telecom (NYSE: NT) recently acquired a GigaMux competitor, privately-held Cambrian Technology Systems, for about $300 million and Cambrian doesn't have any product yet, or other sales. A similar valuation of the GigaMux division would be worth approximately $34 per share to FIBR. That, among other things, is reason to speculate here.
AND
telecommagazine.com
From Telecommunications Magazine:
YES, Osicom IS mentioned !!
Food for thought for longs.....more reason to cover for shorts......
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Metro DWDM: Close to Home
In order to squeeze more bandwidth out of their fiber networks,
long-haul carriers are deploying dense wavelength division multiplexers (DWDM) to build backbones that might have dozens of
channels riding on a single strand of fiber, with each channel operating
at multigigabit speeds. Now the DWDM equipment vendors are
moving their technology away from the wide area network (WAN)
and positioning it in the metropolitan area network (MAN). The target
customers for metro DWDM technology from companies such as
Nortel, Ericsson, Sycamore, Ciena and Osicom are the ILECs and
CLECs, cable companies, wireless network operators and even
enterprise customers with dark fiber.
Installing metro DWDM does not necessarily require replacing
existing SONET networks because the two can live side by side with
metro DWDM actually carrying SONET traffic. Instead, the idea is to
better utilize the raw bandwidth offered by DWDM technology by
making the multiple wavelengths supplied by metro DWDM the
platform for delivering services, whether these are SONET, IP or
ATM. Metro DWDM does this because it supports a variety of
protocols in their native formats. Thus metro DWDM systems not
only can accept traffic from devices supporting SONET interfaces
such as ATM switches and routers, but also accommodate other
protocols such as Gigabit Ethernet (GigE), FDDI and ESCON. Mike
Guess, vice president of engineering for IXC Communications, said
his personal view is that “Metro DWDM is the only place where
you'll find widespread implementation of non-SONET signals on
fiber, because in long-haul networks it is pretty expensive to tie up a
wavelength with a Gigabit Ethernet signal.”
Bell Canada's network and technology Vice President Bao Le, who
is conducting lab tests of Nortel's equipment (known as OPTera),
believes there is a powerful argument for deployment of metro
DWDM in ILECs' and CLECs' interoffice rings. “As our customer
demands grow, we can't just dig up sidewalks and parks to put down
more fiber. So what do I do when my OC-48 or OC-192 SONET
bandwidth runs out?” Le asked. The answer, he said, is to use
existing spare fiber for metro DWDM or turn down a SONET
network and use that fiber for metro DWDM, since the latter, unlike
SONET, provides a growth path by allowing channels to be added as
needed. Either in a point-to-point or ring configuration, metro
DWDM provides protected wavelengths. For example, a metro
DWDM system might support 16 protected wavelengths or 32
unprotected wavelengths. Some systems may offer protection
switching on a wavelength-by-wavelength basis. The benefit of this is
that payloads that have their own protection scheme, like SONET,
can ride on unprotected wavelengths while other traffic, such as GigE,
can be put on protected channels. Metro DWDM systems from
different vendors will vary in the number of milliseconds they take to
restore connections, and there will be differences in ring size--ranging
from under 100 kilometers to hundreds of kilometers--supported by a
particular metro DWDM system. “[DWDM] metropolitan area
networks--the links between carrier switching centers, ISPs and
corporate networks--will require investment from the carrier to better
support the influx of data traffic entering the public network,” said
Mat Steinberg, RHK's director of optical networking.
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