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

To: Frank A. Coluccio who wrote (8415)	9/9/2000 3:12:23 PM
From: TheStockFairy	Respond to of 12823

Please remember, I only talk about edge networks...I don't deal with core networks. For any particular network design there will be a limited set of possible product solutions that provide the necessary speed and distance. These solutions can then be individually assessed based on two factors: cost and future growth. For example, a particular fiber optic cable may be physically capable of carrying signals at a rate as high as 655 Mbits/sec. Today we could decide to use this type of cable although the transmitting and receiving equipment may only be capable of 100 Mbits/sec. We could make this decision based on our assumption that in the future we will replace the transmitting and receiving equipment but we don't want to have to dig up a roadway or a building foundation to lay new cable. We must, therefore, weigh cost against future growth requirements when we compare and contrast the set of possible product solutions that meet our current distance and speed requirements. optimized.com Actually, this is more along the lines of what I was talking about....what type of fiber do the carriers have in the ground? What is the maximum amount of bandwith the carriers can pull from their existing fiber? Looks as if a carrier didn't spend the $$ up front on the right fiber, they would have to retrench or use additional conduit to gain additional capacity, raising build out costs and lowering profits. Furthermore, on space constraints, I'm trying to dig up information that relates to the compactness of new edge fiber equipment...where a carrier can shove an OC-768 into one rack slot, with the additional modules for 192s only taking up one additional shelf. In other words, cramming more capacity into a smaller shelf thus needing a smaller footprint within the buildings. In my experience, I was selling DS-3s like they were going out of style (50-100 per month) this year. Last year, we were impressed if we sold 5 DS-3s per month. My anticipation is that next year, OC-n will follow a similar growth pattern. I know that at least with the carrier I was working with, they deployed OC-48s into the field, which were largely spoken for when the requisition for the additional equipment was made. Riser space and footprint space at buildings will have to be another conversation...

To: Frank A. Coluccio who wrote (8415)	9/9/2000 3:42:05 PM
From: elmatador	Respond to of 12823

RE: Riser space and footprint space at buildings will have to be another conversation... I am eagerly waiting for it. That's because I relate these issues to wireless: Wireless does away with the problem with riser costs because the signals will enter through your window. Thanks for your input, TSF

To: Frank A. Coluccio who wrote (8415)	11/17/2000 4:44:26 PM
From: TheStockFairy	Read Replies (2) \| Respond to of 12823

Actually, when I wrote the first time and you responded (scroll back throug the messages), I had the right idea about the problems. Problem number one isn't gaining the building access so much as the cost of the space the carrier must pay. Granted you should be able to replace that revenue, but you have to sell more OC-192s to make your money and profit back. The second problem with the fiber is something I didn't realize. A lot of carriers originally purchased cheap glass, from my understanding it is the equivalent of crystal vs. beer mug, when they installed their first and second networks. These strands can not carry as many '48s and therefore require more OSP and construction costs. I think i am very slowly honing in on the problems.