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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 (8484)	9/14/2000 1:04:18 AM
From: Sector Investor	Read Replies (2) \| Respond to of 12823

Frank, I continue to be amazed that MRVC gets so little mention on the Last Mile thread. They are firmly aiming at the metro and access solutions of the future. Recent developments where they now incubate key optical startups do not seem to be getting the attention they deserve. I'm wondering why. From their Luminent components division, which supplies the key technology powering Marcony's push to the home, both in Europe and here with Bell South, and which offers 10GBE transeivers over CWDM and also over quad-OC48s to their recent acquisitions of JOLT and AstroTerra to form their Optical Access subsidiary, which is patent rich and is going after the urban wireless market ala Terabeam and Airfiber, to their iTouch subsidiary, which provides a subscriber system similar to RBAK's (but with major additional capabilities - like VOICE) to Charlotte's Web, which has developed the Aranea Terabit router (384 Mpps packet forwarding speed and 16-OC192 ports per box, scaleable to 5 terabits) capable of deployment at both the core AND the edge, and which handles ATM, GE, and TDM voice traffic in addition to IP data, with full Qos and protocol rich connectivity to Zaffire, their Metro subsidiary, which JNPR has invested in and has already been proven to have full compatibility with JNPR routers and which tested out "with no noticeable difference in packet throughput" between JNPR routers directly connected, versus over a 30km metro DWDM environment (admitedly in a lab environment) to several other startups in earlier stages of development targeted on key technology areas. This special report by 21st century Investor came out today that provides more detail. 21stcenturyinvestor.com I'm wondering why MRVC keeps going unnoticed. Comments?

To: Frank A. Coluccio who wrote (8484)	9/14/2000 4:51:52 AM
From: elmatador	Respond to of 12823

Precisely, Frank! Enter the human factor. Planners are a conservative lot and they are always comfortable with what they already know for sure and what is battle hardened. (Remember -Mike- that once this goes live you'll have to troubleshoot, there won't be many staff with knowledge of both technologies. perhaps two different organizations and such practicalities) In reality what they would do will be: Creat another ring -over a new pair of fibers- and hook DWDM over it over it. Start loading any new traffic into it while 'freezing' SDH rings, i.e., not putting new traffic into it. Use SDH as reserve and any new traffic that is more efficienlty carried over SDH will be loaded there while the bulk of new traffic will be loaded 'over the rainbow' that is on DWDM. Oh, yes you can still buy new SDH cards to fill in your shelves that accomodate them) That does not mean -at all- that the full potential of DWDM -meaning use one lambda to carry SDH will not be implmented, it will. But what i describe above is how it will start.

To: Frank A. Coluccio who wrote (8484)	10/21/2000 5:29:24 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Re: Optical Metro Market - SONET/SDH Still Strong in Metro Market Thread- I wasn't quite sure where to link this post to. I ended up tying it into a short discussion(post #8484) we had on the power of legacy SONET networks. But it's also related to the metro network: Re: Optical Access/Edge/Metro Market Message 14601596 Hopefully I'll be able to find this post later when I need to refer to it. Everytime TLAB gets clobbered, I like to review the SONET stats I find.<g> -MikeM(From Florida) ******************** SONET/SDH Markets to Remain Strong Despite Competition SCOTTSDALE, Ariz., October 17, 2000 - As competing technologies gain market share over the next few years, the Synchronous Optical Network (SONET) and Synchronous Digital Hierarchy (SDH) market will continue to thrive, according to Cahners In-Stat Group (www.instat.com). The high-tech market research firm projects that the market for SONET/SDH systems will zoom from $11.89 billion in 1999 to $31.26 billion in 2004. "SONET/SDH market growth will be strong through 2002, but beginning in 2003, it will slow as competing solutions such as Dense Wave Division Multiplexing (DWDM) gain ground," says Doug McEuen, Industry Analyst for the Voice and Data Communications Group. SONET and its European equivalent, SDH were designed before the explosion of data services and were optimized to transmit voice signals. McEuen continues, "SONET/SDH's data solution is very inefficient, its systems are not easily scalable and are time-consuming to provision." However, SONET is an entrenched technology, and changing the infrastructure to other technologies would be a massive, expensive endeavor**. The technology, therefore, will remain important to several market segments: --Interexchange Carriers (IXCs) - Commonly called long distance carriers, IXCs will continue to use SONET as all long-haul transport that must pass through two metro SONET rings, at the beginning and end of the signal transmission. --Incumbent Local Exchange Carriers (ILECs) - The regional Bell Operating Companies (RBOCs) that dominate local calling services will continue to use SONET in metro markets where it is deeply entrenched. --Competitive Local Exchange Carriers (CLECs) - Some focus on data service, but like ILECs, CLECs do business in metro markets that will require the use of SONET for many years to come. --Internet Service Providers (ISPs) - The growth of the Internet and e-commerce will require the use of SONET systems for effective and efficient service guarantees. instat.com