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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?

To: Paul Shread who wrote (3425)	7/22/2001 11:12:32 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 46821

Thanks. BTW, your comment is interesting. I'll tell you why: ... but my guess is a whole lot of companies are going to be selling their dark fiber from bankruptcy court." Some of the carriers who don't quite reach bankruptcy court will also be deploying services over dark (or whole, discreet strands, as opposed to wdm'ing them into wavelength denominations, or lambdas) to end users, whereever they can. The reason for this, as was highlighted by LVLT recently in a Cook Report interview, is because it's far cheaper to support GbE over a single un-wdm'ed strand than it is to support it over a typical dwdm shelf. This might mean a star topology out of the carrier's POP, as opposed to a Ring. But if the economics are there and the client is agreeable, they will have an incentive to take this approach until such time as the end users traffic profile requires extra pipes, or some other set of features that require lambda networking arise. And even in some of those instances, if they have the necessary number of strands in the ground to support them, they will support the extra capacity over discreet strands, too, or use some other means of aggregating them, such as employing an aggregation (10Gb/s) switch on location.