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To: MikeM54321 who wrote (8933)	10/18/2000 8:11:02 AM
From: elmatador	Respond to of 12823

Mike and Frank: What we are waiting is for the big companies start porting their operations to the Internet. Then we will see the 'Silicon Cockroaches' (Frank may remember our discussion last year here) eating up all the bandwidth that we throw at it. This is going to happen. It is just a matter of time. Siemens said it had agreed a cooperation agreement with i2 Technologies Inc to use the U.S. software company's e-business solutions as its technical platform Siemens to spend 1 billion Euros on Internet By Reuters staff 10 October 2000 German electronics giant Siemens AG said on Tuesday it would spend one billion euros ($869.6 million) over 18 months to put its global operations on a single electronic network which would cut costs and lift efficiency. "All processes will run electronically - from procurement to marketing, from development to controlling," Chief Executive Heinrich von Pierer said, promising Intranet access to all 440,000 employees as part of a rapid corporate revolution. Pierer said the "fast and furious" change would yield cost savings of at least one billion euros in the initial investment phase. The savings could rise to between three and five percent of turnover - seen by analysts at 75 billion euros in the year to September 30, 2000 - in the medium term. "As an Internet company, Siemens will be faster, closer to its customers and more efficient," said Pierer. Siemens' chief said the transformation of the group into an e-business company would lead to a considerable improvement in productivity and higher growth and should be reflected in the group's market value, which has suffered from recent weakness in the technology sector. "Shareholders will see that e-commerce is a unique opportunity for Siemens," he said. The announcement met with a positive reaction from investors. Siemens was the second biggest gainer on Frankfurt's blue-chip DAX30 index, gaining 2.20 percent to 144.60 euros. "It's basically a good thing. I don't think it's a great, huge piece of news, but it's certainly positive from the overall trend point of view," Theo Kitz, technology analyst at Munich private bank Merck Finck said. As part of the planned investment programme, Siemens said it had agreed a cooperation agreement with i2 Technologies Inc to use the U.S. software company's e-business solutions as its technical platform. IBM would also be part of the project to integrate the 70 percent of Siemens' activities which are already networked. Siemens said its main priority was to expand e-procurement to account for over 50 percent of its 35 billion euros procurement volume in the next two to three years from 10 percent at present.

To: MikeM54321 who wrote (8933)	10/18/2000 8:45:29 AM
From: Frank A. Coluccio	Respond to of 12823

Hi Mike, re: where is Gb Ethernet going in, and who is doing it? In large part, the dark fiber providers like MFNX and LVLT (yes, LVLT will provide dark in the right situations, as well as high speed native Ethernet as a managed service) and others have been the primary movers, enabling the implementation of DWDM-based ring architectures in metro areas. While these proprietary rings (with many of them Optera-based) can support a multitude of protocols, it appears to me that GbE bridge links between routers are being used to replace T3s and T1 (yes, Gb links at Layer 2 are replacing T1s as well as T3s because dramatic pricing deltas make it more attractive) in greater numbers than any other use. And this lead by GbE will only increase as voice in enterprise networks migrates to VoIP. But lately I am getting information that Verizon's pilots are about over, and they are doing ICB (individual case basis) deals with some large users. Some Gb links are being supported by MSOs and independent cable operators, and power companies are getting into the act, as well. In addition to Verizon, SBC is now also supporting GbE. I am currently awaiting information on two different flavors of GbE (p-p and switched) here in the NY Metro Area from now two different sources. I may go to a third source. GbE is growing rapidly both in availability and reach. It's not all the no-brainer that I may be making it sound like. Before one can easily obtain GbE they must often commit to a fiber build where one did not exist previously, which often means new construction work that must be paid for by the end user. Other means of obtaining GbE in the future will be through free space Laser systems (I-R). Carriers are usually loathe to do fiber builds for an individual user, unless there is sufficient visibility for additional business along a route, or within a building. Where there is not this potential for additional business, the individual subscriber often winds up paying for the entire build. And then, of course, there are always those cases where the client is large enough to hire a private fiber contractor and obtain their own rights of way. In these instances, the end user winds up putting in a private MAN, which actually approximates the ring networks that I spoke about above by the dark fiber carriers.