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

To: ftth who wrote (298)	6/28/2000 10:20:00 PM
From: jghutchison	Respond to of 46821

Dave, Not many businesses on earth will opt for blindly sending their life blood through arteries owned by a provider with unknown and unproven abilities to deliver reliable service. I think you have hit the nail right on the head. Everyone is familiar with the QoS of the domestic telephone network. Moving outside that realm will take a big incentive, something like a ten fold increase in bandwidth for the same price to offset the risk factor. Now there's always the "capture your customer's with stock options" route, which seems to be an acceptable practice these days. Yes indeed. But it is hardly acceptable. It is downright sleazy. The technical advisory board for a Terabeam would consist of a cast of thousands. Well, maybe hundreds...tens? I understand that a patent(s) application has been filed. This being the case there is no reason to withold disclosure of the technology to give a potential customer some comfort. Anyone not willing to come clean will surly not get my business, or anyone else's that had a lick of sense. That's the bottom line. This thing smells of a hyped stock scam. Hence my questions of Lucent's involvement. They can't afford it. Lucent needs to polish its image, rather than tarnish it. Does Gilder have a stake in this outfit? Jack Hutchison

To: ftth who wrote (298)	6/29/2000 8:49:00 PM
From: Raymond Duray	Respond to of 46821

"Optical Market Watch Program" Hi Dave and All, Here's something that might be of interest to those who are glassy-eyed from reading too many press releases: cir-inc.com I've seen a couple issues and I would rate this as pretty high quality blather. Their customer list reads like a who's who in the optical comms world: cir-inc.com YMMV, Ray

To: ftth who wrote (298)	8/1/2000 7:49:58 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 46821

"So their advantage--if any--may well be Lucent's size and reach more than anything. If they gain a bit of momentum the smaller players will have a tough time making inroads in the market ..." Seems like a plausible argument. But one has to wonder why LU didn't take their own product to market as they said they would. A 40 Gb/s optical link (which is what the most boastful claim was, using four-lambda WDM) between buildings is quite a prospect to behold. At first they were to provide this capability to GBLX for solutions which in their entirety are still unclear to me, and go on to offer it as a stand alone product to others. Along comes TB and LU drops the direct availability of the product, and partners with the newcomer in what appears to be an exclusive arrangement. And to the best of my knowledge, nothing of note has taken place with GBLX. All very strange. Comments, corrections, welcome. FAC