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To: MikeM54321 who wrote (5117)	3/23/2000 10:44:00 AM
From: Bill	Read Replies (1) \| Respond to of 14638

I agree with you on the migration point. It takes awhile before ILECs modify their buying. However, the next generation of metro optical equipment has embedded functions that require three of four different boxes in today's C.O. at about a quarter of the cost in about a quarter of the space. The three companies I mentioned all support the dacs function on sonet rings along with direct support for ATM, frame relay, TDM and IP. Services can be fast provisioned and mixed over an existing ring or configured as a mesh. Some even have embedded WDM functionality for future scalability. As I said, compelling.

To: MikeM54321 who wrote (5117)	3/24/2000 8:07:00 AM
From: Bosco	Respond to of 14638

Hi Mike & all - nothing earth shattering in the following article, but Ms Tam Dell'Oro of The Dell'Oro Group's comment may provide some insight upside.com Specifically, "Sales of optical equipment is increasing by tens of billions of dollars over the next couple of years," says Tam Dell'Oro, founder of The Dell'Oro Group. She predicts 69 percent growth for optical networking equipment sales in the year 2000, compared with 15 percent growth for hubs, switches, and routers. While she admits that a 69 percent growth rate seems incredible, Dell'Oro claims her group has independent verification from component suppliers, manufacturers, and their customers -- the networking service providers who are gobbling up optical technology faster than manufacturers can make it. best, Bosco