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

To: jack bittner who wrote (6267)	1/15/2000 1:01:00 PM
From: Geof Hollingsworth	Read Replies (1) \| Respond to of 12823

Hi Jack, lu deals with channel spacing thus: "Conventionally, DWDM signals are separated by 50 GHz frequency spacing, but the 1,022-channel system operates at a record high density of 10 GHz channel spacing. Each channel occupies only 10 GHz of frequency bandwidth, making this an ultra-dense WDM transmitter." they sniff that "soliton technology is not as reliable as photonic and considerably more expensive". Geoff, do you have a view on the reliability of solitons? I don't have a view on reliability in real-world applications-as far as I know there are no soliton-based systems in use today. The Qtera and Corvis field trials are designed to answer these and other questions. I will say that I think we sill see soliton-based systems in general availability long before we see GA of DWDM systems using 10GHz channel spacing-I think that is an example of them kiddin' ya.

To: jack bittner who wrote (6267)	1/15/2000 2:16:00 PM
From: MikeM54321	Respond to of 12823

Re: Alcatel, Nortel, Lucent Leadership Positions "When the total transport market is considered, which includes terrestrial DWDM equipment, terrestrial sonet and SDH equipment, digital cross-connects, and submarine equipment, Alcatel holds a lead. It had 21 percent of the market in 1999, while Nortel had 18 percent and Lucent had 15 percent. Other equipment manufacturers were in the single digits or less. Nortel led in sonet and SDH global terrestrial equipment in 1999. It grabbed a 26 percent market share, with Lucent at 18 percent, Alcatel at 15 percent, Fujitsu at 13 percent and everyone else in single digits. Alcatel led in digital cross-connect market share, at 37 percent, while Tellabs [TLAB] had a 31 percent share, Marconi had 12 percent and Lucent had 10 percent." Message 12290650 _______________ jack- While doing some DD on Alcatel's DSL positioning, it lead to TLAB, and then it lead me back over here. Because it occured to me that this may be of interest to you too. Alcatel is right in there with the big US equipment suppliers and it has nothing to do with their DSL access lead(which I think they are true leaders). I have no investment opinion on ALA. I would if it was based in the US. But being in France, I'm can't figure it out from an investment angle. I wish I knew more about European telecommunications infrastructure. -MikeM(From Florida)