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

To: scott who wrote (1334)	4/22/1999 2:48:00 PM
From: Frank A. Coluccio	Respond to of 5853

>But who is going to dominate the "wavelength router" bis?< I don't know, George. This discipline is currently undergoing a great deal of angst. It's in search of catharsis. The reason being, there is an unprecedented opportunity at this time for many different models to embark upon creating a new undercarriage for the 'net, unencumbered by the legacy constructs of the past. I say this because of the newness of the higher capacity venues now under construction, bandwidth-wise, and the absence for the first time in this industry's history of a need to be entirley backwards compatible. There are some architects and engineers who would regard this form of freedom as a kind of free fall, and some of them (the majority) actually experience, whether real or imagined, a form of vertigo. Look for the team who could can navigate safely while providing leadership, without the aid of established markers and boundaries. [This probably eliminates some of the current leaders with established bases.] Then hope that everyone else follows them. Better yet, wait to see who the leaders are, and who the followers will be. I don't like to arbitrarily exclude those in the hegemony seat, but I think that the leaders of the next wave will need to have some formidable photonic and neural assets in their ammo pile. It shouldn't surprise you that I don't know the answer to your question, then. [g] What this very young startup (Monterey) presents for examination is a theoretical framework of an interim end game, IMO. It's a good start by a fledgling outfit without a mature product to ship, and their propsed networking principles are already being recognized and used as a form of comparison when critiquing others. They effectively set up some contrasting architectural alternatives which exploit the now-apparent shortcomings in existing WAN techs, but it is nowhere near being soup yet, for general consumption. I've read some forward looking plans from other break-away thinking firms, and their work in some instances has been compared to the theoretical precepts of Monterey's WaRP model, which was referenced in the upstream article I posted. -------- All the while, there is this war room kind of discussion, taking place in the background, about what is stupid and what is smart. If the core SONET technology is so smart, supposedly, compared to the stupidity which is espoused by edge-ists, then why does it take so much dumb work to make it work properly? And, if new architectures are so stupid, how could they possibly portend to outsmart SONET? These thoughts are, admittedly, incongruous ones for discussion purposes only. A recent short article in tele.com [titled "It's Sonet Stupid"] attempts to scrutinize this doublespeak. It can be viewed at: techweb.com Enjoy, Frank Coluccio

To: scott who wrote (1334)	4/22/1999 3:33:00 PM
From: Frank A. Coluccio	Respond to of 5853

Scott, pardon my previous error, in addressing you incorrectly. I wanted to clarify what I meant by other vendors approaches being compared to Monterey's. In the following EET article, Lightera (recently acquired by CIEN) was compared to them, as follows: techweb.com "Startups launch products with Williams deployments -- Optical transport gets real" Loring Wirbel <delete> True Lightera production systems will not be in the field until the third quarter, though the company has early commitments not only from Williams, but also from IXC Communications Inc., to do beta testing. In addition to a configurable hardware system, Lightera has developed its own optical network-management system based on Corba. Also in its arsenal is a dedicated provisioning kernel, LightWorks OS, which uses the proprietary Optical Signaling and Routing Protocol, the first practical competitor to Monterey's Wavelength Routing Protocol (see Feb. 8, page 1).