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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Katherine Derbyshire who wrote (51360)	8/31/2001 5:49:14 PM
From: w0z	Respond to of 70976

"Wireless is a huge driver for chip consumption, but I don't see why it's likely to drive big jumps in fiber optic bandwidth utilization." Last mile for the masses Katherine...10 Million subscribers going from 50 kB to just 3 or 4 times that would help fill those empty fiber optic lines. Sprint PCS will offer 144 kB in December which is >3X what I can currently get over dialup...and higher speeds will follow as 3G evolves. Last mile is the answer to the fiber optic problem but it will still take a long time to fill existing capacity.

To: Katherine Derbyshire who wrote (51360)	8/31/2001 5:49:31 PM
From: Ian@SI	Read Replies (3) \| Respond to of 70976

Katherine, 3G is a much higher bandwidth wireless solution. Too bad that the Service providers don't have the money to roll it out. Yet. Further, while less than 10% of the dark fiber may be lit today, most of that will never be lit due to technology advances since the old fiber was put in the ground; and due to route traffic requirements. All the same, the growth in traffic continues; and just like every other leading company in a cyclical sector, JDSU will also come back. The Communications capital equipment companies, and their cyclical nature, are just not as well understood. YET!!! IMHO, Ian

To: Katherine Derbyshire who wrote (51360)	9/1/2001 7:03:58 AM
From: w0z	Respond to of 70976

Katherine, another approach to "last mile" using power lines. This bears watching because it would give virtually every home a staggering increase in data rates which would begin to fill those fiber optic pipes. cnn.com In Mannheim, Germany, local power company MVV Energie AG expects to connect 3,000 customers to its Internet service by the end of this year. RWE Powerline expects to connect 2,000 more before the end of the year in its area. MVV and RWE offer customers Internet connections at speeds up to 2.5M bps (bits per second). All a user has to do is connect a modem to a PC using a LAN or USB (Universal Serial Bus) cable and plug the modem into any electrical outlet in the home. Pricing for the service ranges from DM29.14 (US$13.11) to DM249 per month, depending on bandwidth and in some cases how much data is transmitted. The connection speed isn't guaranteed; all users on a substation share the bandwidth, comparable to cable Internet access.