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 : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Bernard Levy who wrote (2069)	9/27/1998 12:03:00 PM
From: Frank A. Coluccio	Respond to of 12823

Interesting contrast Bernard. Thanks. Frank C.

To: Bernard Levy who wrote (2069)	9/27/1998 12:12:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

Fiber Show Spotlights Drive To Bulk Up September 25, 1998 [ All, this article talks about 10 vendors. IMO, we've yet to identify the one who will dominate, since many of the names mentioned here are still designing around the old constructs and administrative rules of legacy networks -- including many of the tenets of embedded TCP/IP internets. Get ready for another Cisco type of Cinderella story sometime in the near future, when one of these, or someone new, finally figures out how to do optical sub-layer networking with a global reach. It'll be backwards compatible, for sure, but only because it will need to be, as a price of entry. Regards, Frank Coluccio] Inter@ctive Week via NewsEdge Corporation : How fast is optical networking technology evolving? How quickly can you count to 32? Thirty-two wavelengths on a single fiber-optic cable, that is, and it is suddenly the new table stakes for equipment vendors wanting to court network operators. The drive to add capacity to existing fiber-optic networks and to bulk up new nets from the outset has created a market for optical networking gear that is, in turn, compelling vendors to move the technology quickly from the lab into the field. At the National Fiber Optic Engineers Conference in Orlando, Fla., last week, no fewer than 10 vendors had equipment on the show floor designed to pack 32 times the existing capacity of a single fiber-optic strand, although not all 10 were showing live demos of commercially available systems. One -- Lucent Technologies Inc. -- announced shipment of its 80-wavelength system, the WaveStar OLS 400G, with a maximum capacity of 400 gigabits per second on a single fiber, a couple of months ahead of schedule. AT&T Corp. signed up as a WaveStar customer in January, when the product was announced. In addition, seven equipment vendors -- Alcatel USA Inc., Cambrian Systems Inc., Ciena Corp., Fujitsu Network Communications, Lucent (www.lucent.com), Northern Telecom Inc. and Osicom Corp. -- announced or exhibited systems designed to bring the advantages of multiwavelength fiber-optic systems to local networks. To date, these systems have been used primarily to relieve bandwidth shortages in long-distance networks, but both the technology evolution and the market demand have moved quickly enough to make metro systems a reality. Both Bell Atlantic Corp. and BellSouth Corp. outlined plans to begin using Dense Wavelength Division Multiplexing (DWDM) equipment in conference sessions. Every other Bell company and a number of competitive carriers have at least started the process of introducing this equipment into their networks. This year's NFOEC exhibit also marked the shift of the optical networking market from its product pioneers, such as Ciena (www.ciena.com) and Pirelli Cables and Systems North America, to the more traditional global transmission equipment powerhouses, such as Alcatel, Ericsson Inc., Fujitsu, Lucent, NEC America Inc., Nortel (www.nortel.com) and Siemens Telecom Networks. <<Inter@ctive Week -- 09-21-98>>

To: Bernard Levy who wrote (2069)	10/9/1998 11:39:00 AM
From: gdichaz	Read Replies (2) \| Respond to of 12823

Hi Bernard: Curious what you think of the Sprint decision to have RLT as the "prime vendor" for its local loop and fiber to the curb initiatives. A 30 month contract for same. Specifically interested in your comments since assume the major contenders are wireless (WCII et al), new fiber, and installed cable and telephone lines. With satellite the wild card. But others who have comments on this general subject please chime in. Personal regards. And as always, respect. Chaz