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

To: George Gilder who wrote (1309)	4/21/1999 3:59:00 PM
From: gdichaz	Respond to of 5853

To George Gilder. What opinion if any do you have of Safeguard Scientifics (SFE) as a way to participate in the telecom (and other leading edge technologies). Is this just a cop out compared to direct investment in ascendant technology companies themselves? Chaz

To: George Gilder who wrote (1309)	4/22/1999 2:06:00 AM
From: George Dawson	Respond to of 5853

George G., How does AOL get IP off their disks to send over SONET or WDM? Isn't there a piece missing here? George D.

To: George Gilder who wrote (1309)	4/22/1999 11:48:00 AM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 5853

George, re: IP over SONET and are moving toward IP over WDM... The following excerpts are from an article in the February '99 Lighwave Magazine. This piece is both interesting and informative, written by a couple of folks from Monterey Networks. Enjoy, Frank Coluccio ------------------------------------------- Credits: "Laying the foundation of the optical Internet" John C. Adler and Stevan Plote, Monterey Networks Inc. pennwell.shore.net Architects of the intelligent optical Internet -----------Excerpts begin: "Central to the wavelength router architecture is a distributed Wavelength Routing Protocol (WaRP), which provisions transcontinental virtual wavelength paths in seconds across many hops, restores them within 50 msec following physical failure, and prioritizes their restoration. Figure 3 (see print edition) shows a simulated use of WaRP on a realistic national backbone with restoration times ranging from 24 to 48 msec and with significant bandwidth savings over comparable ring topologies. WaRP is based on open routing protocols and standards established in packet and cell networks and is optimized to provide ultra-fast provisioning and restoration without the bandwidth penalties of SONET rings." <delete sections> "Internet backbone providers and bandwidth providers or "brokers." IP backbone providers can flexibly aggregate gigabit switches/routers at IP terabit points of presence (PoPs) using wavelength routers while simultaneously interconnecting these "tera-PoPs" with optical bandwidth services available internally or through wholesale carriers. "Bandwidth service providers can deploy wavelength routers at their backbone sites to optimize backbone bandwidth use and restore links upon failure. Regardless of traffic type, the wavelength router connects to OC-48 and OC-192 sources such as gigabit switches/ routers, ATM switches, and the installed base of SONET terminals that aggregate lower-speed voice, IP, and ATM leased-line traffic. "It also connects to other wavelength routers to create the optical foundation that allows flexible assignment and end-to-end restoration of the wavelength paths. No longer dependent on the reliability and restoration capabilities of their facilities providers, Internet engineers can manage their physical infrastructure and optimize the technology for Internet network designs and architectures. "Bandwidth brokers can transition from today's dark fiber sales and leapfrog wavelength services to create new bandwidth denominations-differentiated OC-48/192 wholesale, retail, and on-the-spot markets for ubiquitous multigigabit bandwidth. The wavelength router provides an integrated platform for building and controlling large transmission infrastructures for both long-distance and local providers. "It gives service providers the flexibility to quickly adapt to the fast-changing requirements of the transmission infrastructure and meet the growing demand for multigigabit services to build new private and public networks." -------end excerpts