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Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?

To: djane who wrote (3772)	8/24/1998 2:03:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 21876

djane, an extremely interesting post. Thanks. I don't know if I can fully agree with this part, however. >> Multiplying the capacity of long haul fiber optic lines by a factor of 16 by adding a 'BOX' at either end was nirvana to the Carriers and Kryptonite to Corning (a maker of fiber optic cable).<< Multiplying the capacity could well become a boon for Corning, once the limits of existing single mode and even zero-dispersion shifted glass has been demonstrated, and the legacy carriers find themselves behind the 8-ball. New models for underground glass will be called for, which would represent a windfall for the makers of silica strands. Take, for instance, the new LEAF (large effective area fiber now being deployed by LVLT). The increased window of acceptance in this fiber can increase transport carrying capacity by some 50 or 60 percent, I'm led to believe. And LU has an answer to this in their brand of product too. Other improvements are also underway experimenting with the removal of water molecules that heretofore have prevented the use of the 1375 to 1500 nanometer region, and above the current 1560 range, which, when liberated, can add significantly more wavelengths to the total payload. In short, I think that DWDM serves to validate the efficacy of fiber optic transmission technologies, opening new vistas that are still difficult to comprehend, all the while reducing the unit costs for transmission capacities, and all this really does is serve to increase the lot of all concerned. Just MHO, of course. There is an excellent recent article in Lightwave Magazine titled "Not all optical fibers were created equal" that demonstrates these principles, and more, which can be found at broadband-guide.com You may want to set some time aside for this one, as it is quite long. To summarize it, it does a good job in describing the different types of existing and emerging glass that serve various topologies, i.e., the Long Haul WAN, the short haul interoffice type, the MAN, the Building Riser, etc., and how one cut of single mode no longer meets the service providers' needs in all of these market sectors. The reasons for many of these differentiating requirements has to do with the new wavelengths that are now opening up, which are now deployable on a concurrent basis, all made possible through DWDM. I'd say that these were all good reasons for Corning and the other glass makers to begom looking up and raising their expectations for the future. Wouldn't you? Comments ae welcome. Best Regards, Frank Coluccio