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Technology Stocks : Harmonic Lightwaves (HLIT) -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (2432)	8/4/1998 10:50:00 AM
From: Hiram Walker	Respond to of 4134

Mike, ANTC is doing well, ORTL has positioned themselves in the linear fiber optic market for wireless relay for PCS. I thought that was a mistake a year ago,but it has expanded nicely as their revenue from cable has decreased,ORTL is also doing well. HLIT does consider themselves a cable equipment,satellite,and wireless broadband provider,from their press releases. HYBR and New Media are the leaders in MMDS,LMDS telco return equipment in my opinion. HYBR is in deep trouble financially,due to some missteps by their ex CFO. HLIT positioned themselves in DWDM,fiber optics and digital broadband media,ORTL in wireless,ANTC in basic cable and telephony(with NT). Did HLIT pick the right direction? I have faith in their management and engineers,time will tell. We have to see top line revenue growth,and revenues well over $20 million per quarter. What hurt them was what used to be their strength,International sales. When other companies like ORTL were struggling,HLIT was doing fine. I hope Canada comes back into the market,though their MSO's debt is fairly large. Tim

To: MikeM54321 who wrote (2432)	8/4/1998 10:02:00 PM
From: Hiram Walker	Respond to of 4134

Mike a good article about DWDM. telecoms-mag.com While DWDM technology has helped address the need for more capacity on long trunk routes, bottlenecks have begun to appear elsewhere. "Local exchange carriers are increasingly faced with problems associated with fibre exhaust", says John Ryan of Ryan, Hankin, Kent. The consultant believes that local exchange carriers and their competitors will gravitate to DWDM so long as it remains attractive for them to send multiple signals at lower transmission rates such as OC-12/STM-16. At the same time, the growth in data traffic and bandwidth-hungry applications, such as multimedia and video, will require capacity-enhancing technologies in campus and inter-office environments. This graduation of DWDM from long-haul to short-haul networks moves the industry another step closer to the photonic network and will allow DWDM to deliver its full potential. Bell Atlantic will be the first local exchange carrier to apply a mixture of short-haul and long-haul products on its network. "Optical transport products will help Bell Atlantic stay ahead of the demand for more bandwidth generated by growth of data and Internet services," says Paul Lacouture, chief technology and engineering officer at Bell Atlantic. "This is one of the steps in Bell Atlantic's plan for an all-optical network." Bell Atlantic will deploy a DWDM system for short-haul requirements that will work across distances of up to 65 kilometres, the product requires no amplification, making it economically viable in such environments. The advantage of the technology is particularly great in urban centres where the alternative of digging up urban paths to lay new fibre is prohibitively expensive. It is not just reasonable capital outlay which has brought DWDM to short-haul applications so quickly. The scalability of the systems also provides a cost effective way to match demand for bandwidth. Bell Atlantic will be able to increase the number of channels to a maximum of 24 as demand increases. Meanwhile the ability to interconnect short and long-haul products is critical to the development of Bell Atlantic's all-optical network. The attraction of DWDM in the short-haul environment is likely to be strengthened by the need for flexible and high capacity access rings. For example, a ring linking regional offices of a data hungry financial institution has limited scalability without DWDM. In a TDM environment, an increase in bandwidth demand between two points on a ring can only be satisfied by a new dedicated channel which, beyond the two points, remains redundant. Using add/drop multiplexers in a DWDM environment, wavelengths can be dropped and added at the points as and when required. This fibre efficiency and flexibility will be available near the end of this year. In Europe, the demand for short-haul products, whether access or point-to-point, is likely to be particularly strong. The population concentrations of Northern Europe make it a prime market for such applications. With several urban centres close together in the Benelux region, for instance, the amplifier-free solution makes it cost effective in coping with Europe's data explosion. Tim

To: MikeM54321 who wrote (2432)	8/5/1998 6:00:00 AM
From: Hiram Walker	Respond to of 4134

Mike et all,another good article about cable modems. americasnetwork.com Tim

To: MikeM54321 who wrote (2432)	8/5/1998 6:22:00 AM
From: Hiram Walker	Respond to of 4134

Mike, answers to the backbone connection,and possible uses by T. americasnetwork.com. This use of the optical signals as a lowest (or highest, depending on your point of view) networking layer also leads to a natural separation of network functions. The optical layer is responsible for provisioning and restoring large circuit connections. This frees the electronic layers of these functions, so the same optical layer can support the current synchronous optical network (Sonet) and an asynchronous transfer mode (ATM) network, as well as an Internet protocol (IP) network directly. These various electronic networks can share a common interface to the optical layer, providing the kind of flexibility needed in transparent optical networks The problems in designing and managing transparent networks are exacerbated when equipment is obtained from multiple vendors. However, the optical layer can be enabled to make critical use of optoelectronic conversion-an opaque architecture that uses regeneration in conjunction with an optical cross-connect. Signals arrive at a network node on 1550 nm WDM systems, which terminate the optical signals, regenerate them, and deliver output at a standard 1300 nm optical interface using transponders. The optical cross-connect then operates on these signals. Multipoint WDM networks will not be deployable unless they are segmented into subsystems that terminate on non-proprietary signal interfaces. In fact, transparent WDM long-haul networks embody no such interfaces. The fundamental transmission-performance knowledge that would be required to specify such interfaces is not within reach. Opaque networks, however, are fundamentally segmented into open interfaces by the 1300 nm cross-office ports on their transponders. Because open interfaces arise at the boundary between each WDM transport system and the optical cross-connects on which its endpoints terminate, multivendor interoperability is achievable. This is HLIT's architecture,1310 NM interfaces,interoperability at the endpoint termination of the 1550 NM signal,which is to narrowcast transponded to each area.The signal is regenerated and passed on to the homes along the 1310 NM wavelength. It is possible to arrange opaque optical cross-connects in various topologies, including mesh-configured networks. When provisioned with suitable spare restoration capacity, opaque mesh networks can provide a particularly robust platform for supporting a diversity of services-circuit switched and packet switched-at various information rates up to and including the line rate itself, with flexible, resource-efficient restoration. Such networks are indifferent to the question whether its constituent wavelengths carry Sonet-, ATM- or IP-based services. Even when considered individually, transmission, performance, cost and network management obstacles associated with transparency make it unlikely that a transparent, reconfigurable, wavelength-selective, cross-connect network could be engineered on anything approaching a national scale. When these considerations are taken collectively, the case seems quite overwhelming. However, transponder-based systems and networks with open interfaces suggest that opaque WDM optical cross-connect-based networks may provide the functional value of their transparent counterparts, and they can be engineered on a national or global scale. This opaque architecture can support multiple electronic networks over the same optical layer while avoiding the difficulties inherent in transparent networks. Opaque network architectures are consistent with current WDM system designs, which generally include the transponders. Viewed in this way, optical networking becomes a near-term opportunity, rather than a distant pipe dream. In other words, HLIT's architecture will free up electronic components,will regenerate with transponders at the 1310 NM connections,and allow interoperability. It can be implemented in any capacity,due to this. Tim

To: MikeM54321 who wrote (2432)	8/6/1998 1:21:00 PM
From: Hiram Walker	Read Replies (1) \| Respond to of 4134

Mike,another article about DWDM and implications for Metro deployment. Kenneth, just found another great article about MetroDWDM,coming from my biased reporting. teledotcom.com WDM products emerging this fall perform another set of new tasks: adding, dropping, and cross-connecting WDM wavelengths in meshed multipoint-to-multipoint networks. This set of capabilities represents a major advance in functionality for WDM beyond its current role of simply expanding fiber optic capacity between one point and another. So the new products hold out the promise to enable the launch of hundreds of wavelength-based services in metropolitan-area networks. For example, service providers could-perhaps by establishing virtual private networks (VPNs) on a wavelength-per-customer basis-begin creating gigabit Ethernet, fast Ethernet, ATM, or other protocol- and data-rate-independent private intranets or extranets on demand. In other words, next-generation WDM equipment promises to enable the division of metro-area networks into optical "subnetworks" for specific customer VPNs, each configured, provisioned, and managed at the level of lightwaves. Several service providers are evaluating these and other new WDM approaches-with many on the brink of deployment. Such a local wave explosion portends a tidal wave of new traffic to be exchanged and managed across regional, national, and international backbone networks. And a third set of WDM capabilities coming to market-end-to-end lightwave management across multiple local and long-distance networks-will help redirect the flood. Tim