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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (9278)	11/24/2000 7:53:35 AM
From: Frank A. Coluccio	Respond to of 12823

Hi Mike, I noticed that too, TLAB has held up incredibly well, considering that the new age folks are already celebrating the demise of SONET <g> On your question about fiber to the building, IMO your perceptions of that space were entirely warranted up until now. Certain startups (still not public), however, are now doing some rather revolutionary things now that are IMO outgrowths of the passive optical networking (PON) pursuits that heretofore were only viewed as residential solutions, by nature. These address the needs of small to medium sized enterprises in less traveled buildings who are now the targets of some CLECs/DLECs/FLECs who are pushing architectures supported by firms like Quantum Bridge and Optical Solutions Inc. Such prospects usually don't have sufficient traffic, or availability of sufficient first-round fiber from previous installs, to justify installing new glass or SONET gear, but they do represent a perfect opportunity for hungry competitors who recognize the demand for delivering several T1s to an OC-3, or Ethernet at speeds up to 100 Mb/s (GbE/10GbE?), through the use of optical splitters/slicers, and so on. Even without this new opportunity, there is a never-ending list of "active" integrated access device (IAD) vendors who supply the traditional network needs (SONET, T1, ISDN, DSL/integrated-VoDSL) of users and carriers, alike, who also seem to evade these generic boards. I suppose that investors either don't know about them, or they simply don't have enough sex appeal. To bring some relevance to this, think of the economics that characterize such PONs, and how they may, at some point, turn out being excellent feeder networks for 802.11x and other wireless hubs in the future, where SONET/T-x links were far too costly. FAC