From: Max More (max@maxmore.com)
Date: Fri Sep 24 1999 - 02:32:00 MDT
At 01:36 PM 9/23/99 -0700, Robert Bradbury wrote:
>
>On Thu, 23 Sep 1999, Max More wrote:
>
>> Nanovation Technologies is listed in an article about the 4 top stocks
>> of the next decade. Enter now a private company called Nanovation
>> Technologies that proposes to eliminate digital gridlock by introducing
>> new networking semiconductors and switches powered by speedy pulses of
>> light rather than pokey old electrons.
Robert, please be careful with your attributions. I did not *write* the
above--I *quoted* Gina's quotation of the article. So please re-direct your
"horse puckies"!
>The digital gridlock is primarily due to 2 things:
> (a) The end point downstream link (the last mile to the consumer)
> (b) The source upstream link (providers not having the bandwidth
> or computer power to feed their clients).
The issue of digial gridlock is interesting from the point of view of an
investor looking for opportunities. I agree with your two points about, if
we're talking about *net* gridlock (which is probably what the above quote
means), but that's not the *only* kind of gridlock. I have not personally
examined what Nanovation is up to, so I don't know whether or not it's
really addressing gridlock internal to computer systems. Yes, there are
such areas of gridlock or bottlenecks. (Which I'm glad to hear that Intel
is boosting bus rates and not just microprocessors while I put off buying a
new computer...)
>Wavelength Division Multiplexing (WDM) that allows multiple frequencies
>to be sent over the same optical fiber means that the existing optical
>networks can be leveraged to a significant degree. You can take an
>existing optical fiber and transmit 2, 4, 8, 16 times as much data
>over it simply by installing different transmitting/receiving equipment.
Right. That's one reason I own a little piece of JDS Uniphase -- one of the
best perfomers in my portolio (or in anyone's portfolio) this year. ETEK
and other companies are also (more narrowly) working on boosting optical
capacity.
Max
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Max More, Ph.D.
<max@maxmore.com> or <more@extropy.org>
Implications of Advanced Technologies
President, Extropy Institute: http://www.extropy.org
EXTRO 4 Conference: Biotech Futures. See http://www.extropy.org/ex4/e4main.htm
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