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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Bob Ebel who wrote (3527)	5/3/1999 9:45:00 AM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 12823

Good timing, Bob. The release doesn't tell much, however, in quantitative terms re matrix mix and connection combination possibilities. I couldn't help comment on the following: "The initial release of the system will feature global SONET and SDH interfaces supporting speeds up to 2.5 Gbps, including OC-3/STM-1 (155 Mbps), OC-12/STM-4 (622 Mbps) and OC-48/STM-16 (2.5 Gbps)." SONET and SDH formats are still necessary, and will be for a long time. But sooner or later these guys are going to get it, that some large users and carriers, especially the Internet backbone providers, will be looking for unformatted lambdas, instead of sonetized payloads. Raw colors, in other words. As long as they format the stuff into SONET payloads, they allow the controlling carrier (who owns the cross connect) to maintian a lock on the photonic layer. Akin to the stranglehold on dark fiber, but only at the photonic sub-division layers. Another cuase du jour in the making here, it seems. Comments welcome.