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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: George Gilder who wrote (1243)	4/14/1999 6:49:00 AM
From: Frank A. Coluccio	Respond to of 5853

Hi George, it's always a pleasure hearing from you. While I agree with the points you make in the upstream message from this one (no. 1243), I'm slightly perplexed. Was your message rebuttal or additive to what I stated? Intended for someone else? While QWST may be adhering to the traditional add-drop multiplexer (ADM) paradigm (which they most certainly are at this point, at the highest currently achievable, on a commercial basis, SONET rates), newer methods for this capability, some of which are effectively placebos, in my opinion, are now being unleashed through optical means (OADM) in various disguises. These range from sameo sameo digital cross connects (which are still a necessary staple in the broader scheme of things) with the addition of SONET port interfaces, to those whose attributes could be considered more inherently optical, through and through. Let me stop there before this becomes another one of those semantic discussions on the differences between all optical and hybrid o-e. I'd be interested in your views about the recently discussed wavelength routing protocol (WaRP) as featured in Lightwave Magazine recently. I was in the February issue, along with a rather lengthy discussion, I think it was written by Bell Labs folks from LU, on the All Optical Central Office. WaRP would relate to your referenced passive wavelength routing model. Although, probably not at the low-order discrete stream levels needed to satisfy individual end users' requirements. [We get there a little bit at a time, though, don't we?] While we're on the topic of new optical techs, you may have noticed that there is very little activity recently over on the Silkroad thread. Have you heard anything on that score recently? Regards, Frank Coluccio

To: George Gilder who wrote (1243)	4/14/1999 7:33:00 AM
From: Frank A. Coluccio	Respond to of 5853

A typo correction: "I was in the February issue..." should have read "It was in the February issue..."

To: George Gilder who wrote (1243)	4/17/1999 11:50:00 AM
From: Jim Willie CB	Read Replies (2) \| Respond to of 5853

George, new GTR subscriber terribly confused extreme irony confronts me... told bonus reports on Future Technology and Dominant Stocks will take almost three months for delivery due to processing so future technology guide uses 30-yr old technology for delivery? advice on fiber optic transmission, wireless, broadband flow, and internet exploitation relies upon snailmail, back&forth verification, Aztec two-steps, and final mailing of much awaited reports in July? great respect I have developed in last couple weeks following your discussions has me shaking my head on a 3-month delay for two documents that I await in anticipation and expect to highly value while you fly around six continents, meet several CEO's, speak at conferences, your subscribers are left with delivery times more typical of 1950's technology I hope you see the irony, esp with the price personally subscribed to a dozen newsletters, two weeks max maybe a little broadband is needed in your subscription office with all due respect, jim