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


To: DenverTechie who wrote (3535)5/3/1999 8:16:00 PM
From: Frank A. Coluccio  Read Replies (2) | Respond to of 12823
 
DT, I think that your point about Support cannot be overstated. Good post.

I'd like to address and clarify a few things concerning both Mike's question, and a comment you made about SONET interfaces, when I find a stable machine to work with at home.

Right now I'm at a client location, and the LAN is doing backups, or Virus Checks, or some other god-forsaken thing that is supposed to be saving us from ourselves, while it is in reality just preventing me from using the technology... nufsed. Later, Frank



To: DenverTechie who wrote (3535)5/4/1999 12:31:00 AM
From: Frank A. Coluccio  Respond to of 12823
 
Mike, Denver, and Thread,

My previous comments re: the nature of the optical cross connect's [OCC's] interfaces were intended to highlight the fact that increasingly, optical layer access is going to be a key feature attribute with large users, and carriers, alike. When users have a need to deploy IP or ATM directly over lambda, or when they will soon have a need to break down optical spectrum in order to perform new forms of optical routing and path switching, SONET and SDH tend only to get in the way of things. They beg for numerous back to back to back to... conversions.

[Before I forget, Mike, the majority of Cross Connects are probably owned by ILECs, but every form of major league carrier uses them. My point wasn't that the ILEC would control the fiber exclusively, rather anyone who owned and operated an OCC, or a DSC for that matter, would be in that position. It had nothing to do with ILECs, specifically, in other words.]

Today's DWDMs yield an arbitrary number of lambdas, or wavelengths, whether it's 16 or 32 or 40, or whatever, with each lambda possessing a width of approximately 50 GHz or 100 GHz, depending on the optical channel plan in use.

My belief is that in the very near future large users will want access to an entire lambda, or multiple lambdas out of a possible much higher number per strand. The trend will soon be seen where the carrier will be leasing out lambdas as they now do OC-12s or OC-48s, or whatever denomination of SONET or SDH one could think of.

In turn, the user will want to be able to subdivide the lambda into smaller parts through the use of beam splitters, or lower order WDMs, as it were. Think of the possibilities that exist in enterprise networks that have this kind of spectrum at their disposal.

This is not far fetched, since users are already using two and four lambda devices to support IBM SNA ESCON connections on one or two lambdas, while conducting business as usual on the other two. Or, they may be using one or two for ESCON, one or two for GE, and one or two for traditional WAN protocols. But for the most part they are still using their own native glass to do this at this time, or in rare instances they are obtaining dark fiber from carriers, like MFNX. Things are about to change in this respect, I fully believe.
------

The point is, that large users, and carriers alike, don't like to have their options taken away from them simply for the sake of conforming to an international standard, especially when it's going to cost them a bundle to convert the OC-n to IEEE or to an ANSI standard, and then back again, perhaps several times, anyway.

So, when I suggested that the models that we've been looking at at the present time (both the Tellium and the TLAB) only have SONET or SDH interfaces, I really meant to say that they should also be outfitted with an assortment of pure lambda interface capabilities, as well as perhaps IEEE and ANSI interface standards, like Fiber Channel and FDDI, at the lambda level, so that users and carriers alike could use them in a native manner, keyed to their requirements.

Incidentally, there already exist several devices (check out MRVC's line, as an example) that already conform to these principles, although they don't conform to the larger OCC parameters, in that they don't do DACSing, or DCS functions at the central office level, per se.

Regards, Frank Coluccio



To: DenverTechie who wrote (3535)5/5/1999 8:26:00 AM
From: MikeM54321  Respond to of 12823
 
Re: Titan 6100 Saloman Smith Barney Comments

DenverTechie & Thread,
Thanks for your reply. From what I've been reading, it sounds like that because the 6100 can be connected, "without transponders," is pretty significant.

Just in case some last milers don't have the TLAB thread bookmarked, below is a link to some 6100 commentary:
Message 9324402

I thought the last sentance was pretty significant. In reference to TLAB's AN2100 Gateway Exchange voice/data switch: ..."This system combines Tellabs' echo canceller and Titan 5500 digital cross-connect technologies with packet and cell technologies allowing Sprint to place traditional, switched telephone service on its core ATM backbone."

As most last mile investors know, it is very important for the traditional telecom equipment providers, to have products that allow for the transition between the old circuit-switched world and the new packet world. And for the data networkers to have products for the telco world.

All just my quick $.02, but Tellabs(TLAB) seems to be well on track in this regards. Newbridge Networks(NN) is doing a terrible job. Nortel Networks(NT) seems to be pushing a little too rapidly into the packet world. Cisco(CSCO) seems to be wanting the telco world to come to the packet world. Lucent(LU)...well I can't quite figure them out yet. Their purchase of ASND was a BIG move, so maybe they just solved their products problem in one swoop. Fore Systems(FORE) had an interesting plan. Do nothing much until they get bought out and it worked.
Thanks,
MikeM(From Florida)



To: DenverTechie who wrote (3535)5/5/1999 9:29:00 AM
From: JMD  Read Replies (2) | Respond to of 12823
 
DenverTechie, what a terrific post! Thanks. I'm totally prejudiced, having held TLAB through thick and thin over the years, but it's quite encouraging to have someone in the business give such a strong "read" on TLAB's quality control.
One thing that has always puzzled me is TLAB's Cablespan product--do you have any idea why we're not hearing about it now that cable has, at least temporarily, jumped to the head of the 'last mile' class?
Thanks again for your posts; much appreciated. Mike Doyle