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 : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Bernard Levy who wrote (601)	7/10/1998 4:21:00 PM
From: Scott Ozer	Read Replies (1) \| Respond to of 5853

A couple replys from a board of company with an available metro DWDM: Well, the author is basically stating his opinion... He isn't really giving any solid arguments as to why metro WDM would not take off at the pace that long-haul WDM has. All he is saying is that the telecom industry has been historically slow to adopt new technologies and standards. My opinion in this matter is that the telcos do realize that they must now move in "internet time" as opposed to "telco time" (there was a great buisness week cover story on this issue a few months ago). Basically, my take is that if the public needs the bandwidth, the metro DWDM market will have no choice but to blossom. An all the data available says that data traffic is growing faster than Moore's Law. And remember that currently, 99% of data traffic is people-centric... Imagine how data traffic will take off when device-centric applications will be added onto this growth. There is just no way that CLECs and RBOCs are not prepared to gear up for this... the sonner they do, the more of an advantage they will have over their competition. Top:Business and Finance:Stocks:Technology:Communications Equipment:FIBR (Osicom Technologies, Inc.) I will e-mail you this weekend. I think the article makes sense in the fact that new technology will be slow to take-off but once an established player accepts the technology with a cost savings benefit, the competition will be too fierce to stand by and watch. I think the convergence of phone and cable networks is just beginning and the two-way interface shall be a reality and more and more money shall be spent from year to year. Even if a company chooses to lay more fiber, then thats adding more to the DWDM market, not less. That's the rationale in the article I disagree with. He forgets to focus on the growing internet appliance market (connect all my phones, TVs, HOME control, NET+ARM stuff). The article is more negative to Ciena than osicom. Sounds like CC has made a lot of money with Ciena investment and why he even cares about osicom is beyond my imagination. He must be truly intimidated by the little company. ÿÿ