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To: mact who wrote (1825)	10/22/2000 4:40:14 PM
From: Frederick	Read Replies (1) \| Respond to of 3350

Have to admit, optical's not my bag... I'm still trying to figure out electrical switching. But I do know that some companies have got the granularity down to OC-1 (52 Mbps), which is much better than a full OC-48 (2.5 Gbps) wavelength. The question for me is how much of it will be better economics (port/density/price points) and how much will be breakthroughs in the laws of physics. Here is a link to a series of audio interviews on optical - show is called BroadbandLive on the IT Radio Network. See especially the one with Farrokh Billimoria of the Sprout Group, a VC with a pretty good handle on the economics of optical: itradionetwork.com He mentions a few startups like Brightlink, Astral Point and Cyras that he is funding - says Brightlink has already got Sycamore beat on price/density. The thing is, how many startups can this industry support? Seems like there is a new optical somethingorother everyday. Is this optical startup mania getting out of hand, or is this just the beginning?