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To: im a survivor who wrote (304)2/3/2005 4:57:11 PM
From: tech101  Respond to of 4245
 
I feel the following post from the InterNap board may carry some insightful information.

The question is what company fits to the profile?

*******************
Why Execs Are Selling
by: maxwell_smart_1969
Long-Term Sentiment: Sell 02/02/05 07:05 am
Msg: 171648 of 171832

Optical Revolution Increases Obsolescence of Legacy Carrier Networks

Highly Efficient Layer One and Two Optical Networks Will Spell End of
the Road for ATT, Sprint & MCI in Their Current Form

Intelligent Acquisition Could Lead to Quick Write Offs of Obsolete Equipment
& Result in Modernization of "Telco" Infrastructure

An examination of the infrastructure of the Leading optical research
networks (SURFnet 6, CA*Net4, and TransLight) shows that we may well
be headed towards optical networks owned, built, and operated by
enterprises and other large entities that are sources of, and/or,
sinks for data, with the public Internet and carrier backbone
networks merely acting as inter-connecting vehicles for private bit
carriage.

We examine the emergence of new enterprise-owned and -operated
networks. These will be composed of hybrid networks that, for certain
Quality of Service and security-mandated applications set up
lightpaths, when needed, and then tear them down. Best-effort Layer 3
IP services for email and web browsing will utilize a separate
allocation of bandwidth elsewhere within the optical spectrum of
physical glass. This new enterprise-owned optical network is likely
to be one that could switch lightpaths back and forth on an as-needed
basis sending payloads over dedicated lightpaths where appropriate
and needed, while best-effort routing continues to function on its
own over intranet or Internet routes, thus filling in the gaps
between highly mission-critical and business-as-usual applications.