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To: zbyslaw owczarczyk who wrote (15109)	11/25/1999 1:28:00 PM
From: Doug	Respond to of 18016

Z.O: The carriers have to amortize their Investment over 5-10 years. They cannot afford to throw money at Silicon when they know that an all Optical solution is within reach and has already been proofed in field testing. I will agree that any CLEC's with dark fibre will opt to use proven existing technology because it will generate immediate revenue. As for new investments, I feel they may evaluate their technology options more carefully.

To: zbyslaw owczarczyk who wrote (15109)	11/25/1999 1:29:00 PM
From: Win-Lose-Draw	Respond to of 18016

If you combine MPLS,IP and fiber overall complexity will easily challangfe ATM. But - and this is a big but - if the promise of DWDM is realized and provides a truly ridiculous amount of bandwidth, you could potentialy get rid of MPLS. For voice and other traffic that requires a certain QoS you simply allocate a few fibre channels and greatly underutilize the capacity. Assuming you can control this underutilization from one end of the network to the other, it could work. If that can work it then comes down what's more cost-effective: big complicated gigabit switches and less fibre or relatively simpler terabit routers and more fibre. Yes, this is all oversimplified, but I think you get the picture. Personally, I'm not sure which way it will go, and even if the economics today favor one over the other, there's no guarantee the economics won't change in a year or two. Just my random thoughts on a slow trading day...