Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: JRH who wrote (21510)	3/27/2000 1:46:00 PM
From: Bruce Brown	Respond to of 54805

RE: Next Generation Networks Here's a link to "The Wall Street Transcript publishes Infrastructure Networking Issue" which covers a lot of ground that we have been discussing including Brocade, Cisco, Nortel, Redback, Sycamore, Juniper, Akami, Extreme, Agilent, Lucent, 3Com and others: biz.yahoo.com BB

To: JRH who wrote (21510)	3/27/2000 1:47:00 PM
From: Kenneth E. Phillipps	Respond to of 54805

In order to compete in the all optical network sector, the optical vendor will need both the optical cross-connect and the high switching speed (nanoseconds) tunable laser. The reason is that the tunable laser overcomes the inability of the optical cross-connect to alter the frequency of the wavelength. This allows routing of wavelengths without converting the optical stream to electrical. The cross-connect and tunable laser must work together. Nortel has both components with X-ros and Core-Tek. Lucent is developing these products in house. Cisco does not have a tunable laser. zdnet.com