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

To: Frank A. Coluccio who wrote (914)	10/1/2000 8:27:14 AM
From: elmatador	Read Replies (1) \| Respond to of 46821

re FTTH in Japan. The timber and the nails for ADSL's coffin are already being prepared. When the market start being persuaded that the swiss-knife ADSL will not cut anything, new entrants start investing in alternative technologies and solutions. Telcos are reactive rather proactive animals. You see an electric competitor trying to breakthrough and they immediately react by emulating it, as the case of Chubu Electric shows. Things begin to look very interesting once the market calls the bluff of this artificial barrier of entry which is ADSL.

To: Frank A. Coluccio who wrote (914)	10/1/2000 2:48:32 PM
From: elmatador	Respond to of 46821

Framtidsfabriken Pushes Broadband in Sweden By Lauri Pappinen Swedish heavyweights Framtidsfabriken, Ericsson and Bredbandsbolaget all signed a letter of intent concerning development of local broadband networks in Sweden. Framtidsfabriken will develop new broadband services for Bredbandsbolaget, and Ericsson will become the main supplier of technology to Bredbandsbolaget. Both will be furthering Bredbandsbolaget's goal of wiring every household in Sweden with at least a 10 Mbit/s connection. Per-Olof Sjoberg, Ericsson's general manager of local communication systems, said that the company welcomes the new type of demands that broadband technology will places on Ericsson as a supplier of products and services, and hopes the new service will help enhance its offering as a system supplier in the evolving market for home-based broadband communications. This is larger than the cell phone breakthrough, both for Sweden as a nation and for the companies involved, according to Jonas Birgersson, Framtidsfabriken's CEO. He added that the company expects to offer more access to the technology at a fixed price, which will be priced lower than that of current regular telephone service. Now Bredbandsbolaget can offer all Swedish households a LAN-Ethernet/Opto-solution that carries at least 10 Mbit/s and is a future-safe network, fully in line with the rapid pace of technical evolution, said Jan Nilsson, Bredbandsbolaget's CEO. Framtidsfabriken, Ericsson and Bredbandsbolaget will collaborate on developing the international market for local broadband networks. Birgersson added that the established network companies are trying to protect their own business, but by charging high prices today, it opens possibilities for new ventures. Broadbandsbolaget wants to explore this position. Bredbandsbolaget is 20 percent owned by Framtidsfabriken. Frank, the Swedish utilities are crisscrossing the country with fiber. Doing for the whole country what Stokab did for Stockholm. This right in the country that purports being the land of mobility. By the way I wonder what Mr. Reiter (an Ericsson employee) president of ADSL Forum has to say about that.

To: Frank A. Coluccio who wrote (914)	10/1/2000 10:02:41 PM
From: James Fulop	Read Replies (2) \| Respond to of 46821

Frank and/or anyone else, Could somebody comment on this post I found on Yahoo which originally was posted (I believe) at the Gilder site recently... >>This was written by a staff writer for the Gilder Technology Report. It was written 9/30/00 The port count is fibers in and out, but that does not keep you from demuxing before switching. You would need enough fibers to carry the demuxed signal, though. No fiber glut, but lots of lambdas. Optical crossconnects are actually the first big step the network takes on the way to no switches. Much less switching going when we switch lambda circuits than when we switch bits or megabits. As we get wider and weaker (remember Shannon) more and more circuits will remain open permanently. If we are at point A and want to go to either B or C, we don't have to switch. We have so many circuits we always have one open from A to B and from A to C simultaneously. We use tunable lasers to put the photon on the right circuit. That is, we change the state of the photon rather than change the state of the network (i.e., rather than move the photon spatially in a switch). Smart photon, dumb optics. That is what Simon Cao meant at Telecosm. His was the most revolutionary speech. The switchless network is coming, and Xros, Calient, Tellium, Ciena, etc. can't stop it. Their switches are interim solutions on the way to paradigmatic simplicity. Yes, you are right, open circuits are more bandwidth wasting than optical crossconnects which in turn are more bandwidth wasting than electonic switches.<< messages.yahoo.com I was under the impression that this shift (and consequent non-acceptance of the "interim solutions") is not as imminent as portrayed here....am I way off in thinking that? Thanks.