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Technology Stocks : NOPT: Northeast Optic Network, Inc -- Ignore unavailable to you. Want to Upgrade?

To: Dan B. who wrote (500)	8/3/1999 2:56:00 PM
From: ynot	Read Replies (1) \| Respond to of 708

dan, good thing you are not long here, imho you missed, again first, i'm not sure how you see 'New long term non-trading is arriving in NOPT shares', especially if you are not the one buying second, who would have given you such a silly idea? third, someone has to be physically selling to buyers dan :) fourth, you seem to want to speak for frank, cosmo and george fifth, you don't have a clue imho, either on the long side or short :) dan, you are a short's best friend on NOPTurd, keep posting tia ynot ;)

To: Dan B. who wrote (500)	8/3/1999 7:35:00 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 708

Dan, re: LU's AllWave Fiber, you stated, "Unique to date, so far as I know, no one else puts this all together to this extent yet..?" Allwave is relatively new, and it made its appearance on the scene after many of the more notable fiber barons [QWST, LVLT, IIXC, etc.] had already made their selections of various other grades of LU's prior single-mode products, and Corning's LEAF-grade fiber. LEAF stands for large effective area fiber. There were probably hundreds of thousands of individual route miles already spoken for by the previous grades of glass, which amounted to millions of individual strand miles, by the time AllWave debuted. That is not to say that the former fiber carriers which I mentioned above don't also have some AllWave in their conduits, or in their plans, or that they have not already begun procurement of same, but only that it [AW] came along too late in the game to be considered by those carriers during their earlier, and larger, deployments. Having said that, the bandwidth doesn't come cheap in any event, despite whether you are using LEAF of AllWave. For every additional lambda that is carried, and has to be lit, there are also additional end point and management provision costs that have to be taken into account. The tradeoff analysis on this is by no means linear, when you are done with all of the elements that need to be considered, situated against the types of services you intend to support. I suspect that AllWave will yield at least a significant percentage in advantage, in terms of the number of equivalent fiber strands that would be needed if you were to use a product that was less optically permissive, but that only represents the starting point of capital considerations, where lighting up a route is concerned. Briefly, there is a fiber distance-wavelength-hardware tradeoff that must be taken into account. For very short metro and regional runs, sometimes its cheaper to simply pull more fiber strands than to stick expensive DWDM gear and associated cross connects on the ends of each strand. However, today, introducing DWDM is also useful for enhancing network management and traffic management purposes, because it creates the kind of granularity needed to switch and route individual wavelengths, independent of the physical strand itself. I don't want to go off the deep end here at this point, so to net it out, there are still a lot more issues to consider than the absolute number of wavelengths that can be derived, when selecting a fiber network topology design and its constituent parts. Obviously, however, as the costs of end points (DWDMs and other optical enhancing devices) declines, the more wavelengths that can be extracted and exploited from an individual strand, the better. If you are interested, see a related post of mine on the QWST thread which treated some current notions about the imminence of an impending fiber/bandwidth "glut": Message 10761101 Message 10774978 I would hope that the reasons for assigning ascendancy to NOTP go beyond the grade of fiber they are using. I will await George's reply to my question in this regard. Eventually, I suppose, I could even call the engineering people at NOTP, but by now I'm rather sure that the paranoia which has been created by this thread has caused all of them to swear themselves to secrecy. Ragards, Frank Coluccio