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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Stephen L who wrote (4514)	7/8/1999 9:38:00 AM
From: Frank A. Coluccio	Read Replies (3) \| Respond to of 12823

Hi Stephen, Of course LU and NT can't be ruled out. Ruled out? I think that NT has not received the full acknowledgement of what they are doing in this space. Not only are they the top selling DWDM provider at this time, but they have already made strides to integrate the expertise of their Bay component to integrate IP attributes (and encapsulation of same in GbE) into the texture of their optical delivery platforms for not only classical, but groundbreaking forms of, inter-networking solutions. For example, a while back I wrote a tome here in the LI about the eventual efficacy of Ethernet in the metro and long haul markets, facilitated by DWDM. You can watch for NT to exploit this space to the fullest, along with a few other forward looking companies who possess the necessary, on-board talent. The ability to vertically integrate the entire OSI stack within the same box is going to be a price of entry in this market before long. This goes not only for optical, but for wireless as well. Those who remain standalones in the optical space will find themselves, to a large degree, being viewed as OEM components. That's why CIEN acquired their last two companies when they did. The question I have re CIEN is, Can they compete in the optical-internetworking space, speaking the language of the 'net? While we're at it, I think it's fair to ask the same about LU, who, historically, has not been a powerhouse of strength in IP packet venues. BTW, I don't own any of these. We've not even begun to see some of these capabilities yet, but they're being honed, and will be ready for prime time, before you know it. Which one will step out in front in the integrated optical-IP space? That's the question. You can start to answer this by the process of elimination. Regards, Frank Coluccio