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Technology Stocks : FTTH/FTTx/Metro Fiber -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (4)	10/19/2000 4:03:04 PM
From: Jay Couch	Read Replies (1) \| Respond to of 13

Seems to me that the low hanging fruit is the fiber to the building because many of these building already sit on the metro ring. Oh, totally. This definitely will have to come first. That's part of my thinking with my new employer. I mean, why would an apartment building or small company campus want to spend $20K-$50K on a SONET ADM to get on an existing OC-n ring? Especially if they already have spent a bunch of money on GigE or 100 Base T router? There has to be a much more inexpensive access device, one that is very scalable. The FTTH model is more difficult because streets will have to be dug up - at least for existing homes. Do they dig up to the green box or do they lay it in the street like the cableco's did with coax? I don't know. Probably driven by cost, again. I think if it doesn't cost too much more to go the demarc (green box), then that's how they'll do it. But if it's just in the street, then you have the problem of how to get it up to the house. DSL, wireless? Who knows? Also, there's the issue of PON technology being too expensive today... I don't really like the PON stuff, at least not the things I've seen from TeraWave and Quantum Bridge. They are close, but I am not sure they are on the right track. DWDM, yes. Passive, why? Jay

To: The Phoenix who wrote (4)	10/24/2000 3:12:35 AM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 13

phoenixdood, I ran into a company today that is planning an FTTH solution (greenfield single family dwellings is the main target market) that is planned to be a direct fiber run from each dwelling to the SP (a cable company) and then to a PON. Does this seem viable to you? I would have assumed a DWDM aggregation point at the pedestal (or green box as you say) and then a single fiber run to the SP. It would seem that this would offer the opportunity to use cheaper transceivers for the direct distribution to the home and would also offer an opportunity for a phased deployment of an FTTH network, similar to what you described ... and to the curb (green box - where copper distribution takes over). The company that I was talking to plans on using singlemode lasers all the way to the home. Just a sanity check, since this seems like an unscalable topology to me. JXM