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

To: afrayem onigwecher who wrote (7244)	6/1/2004 10:08:39 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 46821

Hi afrayem, and welcome. re: "An unusual new player has emerged in the fiber-to-the-premises race, boasting technology with a well-established pedigree. Amedia Networks today announces its QoStream product family, an Ethernet-Switched Optical Networking system actually developed by Lucent Technologies Bell Labs." Unusual, indeed. I recognize Frank Galuppo's name from prior releases by Lucent, and your second post verified that for me. Also, they date-line all of their releases from Brooklyn, NY (my hometown), which I find rather unusual, as well, since they were first an Israeli firm trading out of Berlin, and now they are related to LU, which is a New Jersey operation, for the most part. If you take a moment perusing their web site, you will note that they don't have any sections in it except for press releases. Is that usual? As for their technology, well, what exactly does "carrier class" mean, if the carriers that they've targeted have gone to a different architecture based on FASN and ATM, instead of the Ethernet model that they've developed? Will they boast six nines next? I note some hyperbole in the release that I could do without, but truth be told, I was in favor of what they're doing all along, but in a more open standards way. That characteristic may be the one drawback that I think will invariably come into play, since this has been influenced, if not designed by Lucent, proprietary lock-ins, as opposed to open standards-based procurement might come to be the order of the day. I'll be waiting to see who'll adopt their gear. Thanks for posting. FAC frank@fttx.org