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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Baton who wrote (16600)	12/12/1999 8:59:00 AM
From: Rande Is	Read Replies (5) \| Respond to of 57584

Thanks, Baton. If you recall, it was Robert Ripp's appointment that alerted me about LPTHA in the first place. It made no sense. . .until I began turning over stones and started understanding the importance of an all optical network. Mark these words: Within 2-4 years, the Next-Generation Internet will be released and will run on an all optical standard, like D.W.D.M. Everyone is already tripping over themselves to comply with this new standard. And this is the primary reason that I would shift a good amount of CSCO money over to LU, the creator of the all-optical router that runs at lightspeed. . . [remember LPTHA/LightChip patents on optical multiplexors?], . . . Unlike Cisco's routers that convert light back to electricity before routing, then converting it back to light, a process which takes up precious time. . thus limiting bandwidth. CIEN, LU, LPTHA, JDSU, OCLI and ETEK are the companies that will have most to gain from such a switch. And that is why we are actively looking to hold such companies into the new millenium. LMG.a, LDIG, ATHM, CNET and others are working to provide high-bandwidth content. Think of the speed when content comes off a server through a fibre-optic line at lightspeed. . . connecting to an optical router at lightspeed .. . and down a network of fibre-optic lines straight into your home, connecting to your own set-top box, where you will command the internet from a remote control keypad, from the comfort of your sofa. . . .and we are not talking text here. . . .but full-motion high-resolution interactive video on demand, with 5.1 surround sound 96khz audio on demand, while simultaneously carrying on a videophone call to a cross-country relative in the picture-in-picture of your TV. Now imagine what ads will look like. . . .and games over the net. The Next-Generation Internet will be such an improvement over the current 20-year old videotext version, that the current internet will go the way of the 8-track tape player. . . a museum piece. And the extremely dense data stream of such new technology as N.G.I. will rely heavily on an "all optical network". . . never leaving lightspeed. Now guess which companies we will be buying in 2000-2001. Rande Is