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Technology Stocks : TLAB info? -- Ignore unavailable to you. Want to Upgrade?

To: Jerryco who wrote (2456)	5/19/1998 4:34:00 PM
From: Jerryco	Read Replies (2) \| Respond to of 7342

From Tellabs-Yahoo boards: Top:Business and Finance:Stocks:Technology:Communications Equipment:TLAB (Tellabs Inc) <- Previous Message 1038 of 1038ÿÿÿÿ Reply ÿÿÿÿÿ PON...Not in our life time.knowsphones (23/M/Canada) May 19 1998 2:13PM EDTEven if the PON model were technically feasible today, business issues will hold it back for years to come. Service providers are not about to build a network to put themselves out of business. Users don't have any applications that would justify the expense of fiber to the desk and the equipment to light it. Even the most bandwidth intensive applications can be met by current technology. Optical networking pricing will be chasing current technology into the low-end commodity market. A race that it can't win. Current pricing trends show affordable broadband (100Mbps or better) connections for everyone in the near future along current technology lines (IP, ATM and STM over SONET). Not until someone convinces users to re-regulate the telecommunications industry in order to get some whiz-bang service they can't get now, will we see deployment of PON architectures in the pubic network. However, private networks, or virtual private networks are a different story altogether. Tellabs, LU and others will be making money for many years to come. Odds are that when fundamental changes do happen these companies will also dominate those markets. I think companies like Ciena will be in big trouble when LU, NorTel and Alcatel begin the full court press on DWDM products. Ciena has just hit the tip of the iceberg now the big boys will step in and clean up.