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

To: Frank A. Coluccio who wrote (60)	11/15/1998 7:26:00 PM
From: Ilaine	Read Replies (1) \| Respond to of 626

>>>>>The more profound effects, I believe, will be to break the lock that the industry now has<<<<< Hi Frank, I have been lurking on threads that you frequent since I started reading SI this summer. I have been beating my head, figuratively, against a brick wall with frustration about the World Wide Wait since I first went on-line in mid-1980's, and have almost transcended frustration with industry hype and achieved some kind of zen-like indifference, sort of like that which one adopts for commuting in local DC metro area traffic. On a good day. On a bad day, at least I can read a book I keep in my lap while I wait for pages to download. This summer, I did grit my teeth so hard I cracked a tooth. An engineer who works for GTE promised me we'd be able to have ION this fall, but apparently that's not true. It really makes me envious when I access internet using a T-1 line, but I am not willing to pay for one. Also, I understand that if we all had a T-1 line, we would be back where we started. So, keep up the good work. I am not an engineer, just a frustrated consumer, and have nothing to add to the discussion other than encouragement that someone, somewhere, get their act together and quit promoting hype.

To: Frank A. Coluccio who wrote (60)	11/16/1998 9:12:00 PM
From: Sector Investor	Read Replies (2) \| Respond to of 626

<<The more profound effects, I believe, will be to break the lock that the industry now has been subjected to by yet another seemingly cast in stone approach, namely WDM, to increasing transport capacity on fiber >> First let me say that this thread's technical level is way beyond my skills. However, let me venture a question anyway - don't bite my head off. Silkroad claims a 90+GB/sec pipe using only one wavelength, thus faster, cheaper, simpler, etc. than DWDM - and the technology is supposedly scalable to the terabit/sec range. But DWDM so far I think has been simply increasing the number of wavelengths sending concurrent OC-48 datastreams - probably because this is a common connection speed today. Surely this is not anywhere near the limits of this technology? If pushed, cannot the existing DWDM technology increase to OC-192 or OC-768 data streams without great add-on cost, instead of moving to say 120 wavelengths from 80? In other words DWDM is now the entrenched technology. "Breaking that lock" may be more difficult than it might seem at first glance, if the industry responds for the first time to a challenging technology.