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


To: Regis McConnell who wrote (10)11/9/1998 11:57:00 AM
From: Frank A. Coluccio  Respond to of 626
 
Thanks, Regis... would you happen to have a URL pointing to that that clipping?

This sure is an interesting prospect. For the past 18 months, speculation has been that DWDM would supplant SONET hardware elements such as add-drop muxes, digital cross-connects, and associated protection-switching node elements.

Before this theory has had a chance to prove in, along comes SRI along with their technology which may well challenge the ultimate efficacy of DWDM, as it was originally perceived.

Else-wise, it may be complementary to it, much in the same way that some view DWDM as being complementary to SONET... inching its way in economic efficiencies to the top of the Pareto Pyramid.

Anyone here have any idea what [whose product] might be the next candidate to reside at he apex?

Regards, Frank Coluccio



To: Regis McConnell who wrote (10)11/9/1998 12:41:00 PM
From: ahhaha  Read Replies (2) | Respond to of 626
 
I will be explaining a lot of the details in coming posts, so everyone can have a chance to understand the significance of Palmer's discovery.

I should say that this company is primitive to say the least. What has happened is this: The physical limitation of sending data over fiber has not been anywhere reached by existing techniques. What has been developed is Stone Age. Developments haven't been pursued all that much because until recently there has been no need. Cable modem has changed all that. It isn't data that is important. It's video. It isn't voice that get the margins. Multimedia will.

Along comes the wild man, Dr Palmer. He isn't part of the establishment. He invents a simple solution to a major problem. He finds a way to add lots of signals after the optical wave carrier has been created where previously the idea has been to generate the signals and then feed them through the laser for conditioning before sending them down the fiber optic cable. This little improvement has a large effect. When you try to add lots of signals before lasing, you create lots of coherence, attenuation, stability, problems. Adding them after enables a compression technique that avoids decoherence and allows three orders of magnitude improvement in bit density flow. The result is more and longer.

The company, SilkRoad, is symbolic of the philosophy of Pure. In a way this thread represents an exposition of Pure. If SilkRoad Inc. was public, I don't know if it would be a good investment. The significance is that they have posted a milestone that can't be ignored. There will be imitations coming from Lucent, IBM, and plenty of others. Palmer has proven existence, so others will now have confidence in pursuing their own variations.

I might add that the switch makers don't think this rocks their boats. Pure blows all of them out of the water unless they adapt to the changes that will come. Look for the advent of denial. That's the telltale.



To: Regis McConnell who wrote (10)11/15/1998 8:05:00 AM
From: Frank A. Coluccio  Read Replies (2) | Respond to of 626
 
Regis, thanks for that computerworld excerpt.

>>Analysts said other fiber-optic vendors are testing similar bandwidth capacity, but only with multiple waves traveling together over a single fiber. <<

I suspect that those analysts were referring to the type of work that Templex is working on, using CDMA techniques.

>>SilkRoad applied for patents on the process last month and announced its first trial customer will be San Diego State University." <<

Does anyone here know the specifics about the SDSU project? Does it have anything to do with Internet2?