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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?

To: Stephen L who wrote (84)	6/9/2000 1:12:00 AM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 46821

Stephen, Thread, Have you had an opportunity to examine AVNX's most recent release concerning end to end long haul lambda connectivity to the desktop? (uplink) Anyone who's attempted to even get a simple optical links established in a metro setting on dark fiber in order to support legacy application replacements knows that there is a lot of work to be done at the infrastructure level before this can happen. A lot of lopsided things happen All of a sudden you have this abundance of bandwidth to attach to router ports (at GbE, say, soon 10GbE where a T1 or a T3 once existed), but where no one has taken the time to re-size the processors, forwarding engines and caches which are required to support them. That's just the tip of the iceberg, but an example of what lies in store as we begin mixing new optical potentials with those of the metal age. I'm referring to design and engineering that must precede any deep lambda implementation (into the enterprise), when optical is viewed as a replacement for routers, switches and hubs that collectively support VLANs and Layer 3 defined VPNs. They've got their work cut out for them if they intend doing a conversion in any respectable time frame. I see the promise, but I don't see the results for some time. Not unless we're talking about a case of some huge writeoffs, or where in cherry virgin situations where an enterprise elects to do a "ground up" via lambdas in new base building and regional communication design. But a single building does not an end to end, desktop to desktop connection make. This is not a knock or a slam at AVNX, the company, because I think they're headed in the right direction. It's only an observation tossed out onto the table here, hoping that someone would show me that I am wrong about the obstacles I've cited. FAC