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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: johndelvecchio who wrote (32841)	10/5/2000 10:41:02 AM
From: BDR	Respond to of 54805

For the thread: Just a reminder of the point made in TRFM, page 69: "At the base of any of the high-tech offers we consider in this book is electricity." And see Fig. 3.2, Layers of Technology, on the same page. lightreading.com OCTOBER 05, 2000 Optical Power Trip When Tellium Inc. announced the shipment of its 512-port Aurora optical switch last month (see Tellium Ups the Ante ), observers were impressed by its performance numbers. Big in every way, the unit is also becoming an emblem of one of the networking industry's dirty little secrets -- the growing power consumption and heat dissipation figures for optical networking equipment, which may threaten or stall purchases and deployment schedules for both end users and service providers. With its four separate 7-foot bays that can consume a maximum of 6,000 watts each, Tellium's Aurora switch has become the poster child for the physics problem that comes with increased bandwidth. Simply put, when you increase the number of networking devices (or the number of circuits in each device), you also increase power demands and heat output. edit- this is a round about way of explaining why, even though the bulk of my investments qualify as either G's or K's, I follow the price of a barrel of oil and trends in power generation and consumption, hold some oil stocks and mutual funds, and occasionally am moved to post something about the price of energy.