Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (23316)	2/24/2003 11:35:22 AM
From: ownstock	Read Replies (1) \| Respond to of 24042

Elroy, Eddie: I agree FTTH will not happen in a big way, but it will be better than it has been with this ruling. FTTH will take the form of straight PONS networks, aka HFC, aka fiber-deeper. So that will have the cable equipment companies benefitting. Metro/large enterprise fiber architectures will be built too, mainly by Cisco, to support this. Notably cut out will be the telephone companies, who are pursuing a Copper-deeper strategy with things to bring more bandwidth to the home over Copper. They are trying to cross the television bandwidth divide, but with their active switching network, it is very expensive...thus the need for subsidy from telephone and the opposition to UNE-P. Their suppliers for last mile will not benefit, and until the long haul capacity is used up, their LH equipment suppliers will not benefit either. Bottom line: the best play is SA, GI, Mot and their chain and Cisco and their chain. JMHO -Own PS: From LightReading this AM: Dell'Oro Sees Equipment Shipment Dip REDWOOD CITY, Calif. -- According to Dell'Oro Group, the Optical Transport Equipment Market declined 4% Q/Q in 4Q02 to $1.5 billion. Nortel, Alcatel, and Lucent were the market leaders in the quarter, claiming over 45% of the Optical Transport Equipment Market. "All geographic regions, with the exception of Asia Pacific, declined this quarter," said Jimmy Yu, an analyst with Dell'Oro Group. "Although North American telecom service providers increased their Capex spending by roughly 30% in 4Q02, sales of optical transport equipment into North America declined 2%. Sales to Europe, Middle East, and Africa declined the most, and sales to Asia Pacific were flat quarter-over-quarter." Dell'Oro Group

To: Elroy who wrote (23316)	3/31/2003 11:30:35 AM
From: Bridge Player	Respond to of 24042

Fiber-to-the-Home Installations Expanded by More Than 200 Percent in the Past Year -- Fiber-to-the-Home Council Releases 'U.S. Optical Fiber Communities 2002' List Of 50 Communities Enjoying Life-Enhancing Benefits From Communication At the Speed of Light WASHINGTON, Aug 14, 2002 /PRNewswire via COMTEX/ -- Fiber-to-the-home (FTTH) installations increased by well over 200 percent in the past 12 months, according to "U.S. Optical Fiber Communities 2002," a new list released today by the FTTH Council (available at ftthcouncil.org ). The list details 50 communities in 16 states that are leading the nation into the all-optical communications revolution of the future.

To: Elroy who wrote (23316)	3/31/2003 5:46:05 PM
From: Bridge Player	Respond to of 24042

March 26, 2003--The 21st Century Infrastructures Consortium and LBDC FTTH Holdings Inc. have announced their plans to jointly build high-capacity Fiber-To-The-Home (FTTH), Fiber-To-The-Desk (FTTD), and WiFi infrastructures in Seattle and New York City, starting with a pilot project in September. LBDC FTTH Holdings Inc. today also released its Request For Proposals, which invites companies and firms for partnering with the company in its efforts. The RFP invites companies and organizations of all kinds: suppliers, vendors, and technology providers, as well as solution providers, content owners, and advanced service providers. The actual commercial rollouts will take place in January 2004 in New York City and Seattle, after technical results from the pilot are analyzed. LBDC FTTH Holdings Inc. plans to build high-capacity FTTH/D infrastructures in twenty-five to thirty cities in the United States. Because building an end-to-end fiber-optic based infrastructure is a time-consuming and capital-intensive project, along with the political and organizational hassles of licenses, permits and planning, LBDC FTTH Holdings Inc. designed and developed its "FiberBroadband" strategy, which is not based on Passive Optical Networks (PONs). "LBDC's FiberBroadband approach is a wider approach that just an FTTx architecture solution," asserts Gregory Nemitz, chief technology officer of LBDC FTTH Holdings Inc. "It also involves the higher-level Wireless Fidelity (WiFi) infrastructures, VoIP and TVoIP infrastructures as well as marketing, business and service models, including on-demand services and Set-Top-Box platforms. LBDC's FiberBroadband solution is a future-proof alternative to- Passive Optical Networks." "LBDC has the ambition as well as the power and dedication to connect millions of households in the United States and to serve them with up to 100-Mbits/sec digital TV and radio, crystal clear phone calls, as well as allow the customers to use other high-bandwidth services such as Videochat and Videophone at lower costs than they are paying today," adds Neal Lachman, acting executive director of the 21st Century Infrastructures Consortium. "The pilot projects in Seattle and New York City are just formalities that is done for investors' sake, otherwise LBDC would start rolling out definite connections. However, it provides them also an opportunity to open the doors to everyone who thinks their company's technologies and services are worth a shot. It opens a much anticipated window of opportunity in this brand-new industry for many vendors."