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OFC Show Wrap: L.A. Fusion

Light Reading
OFC/NFOEC News Analysis
Light Reading
2/27/2004

We came, we saw, we drank beer with Arnie (sort of).

OFC 2004 was pleasant enough, relocated from Anaheim to the more cosmopolitan Los Angeles.

The mood this year was bright: Several attendees described the show as "Not nearly as depressing."

That said, the news was slow. There weren't a huge number of new developments, but we did manage to uncover a modest partnership deal, some hollow fiber, tunable components, and some ROADM activity:



Service Providers in the Dark?

Here's a nice metaphor for the industry: During a panel at Wednesday’s Service Provider Summit, the lights in the room suddenly went out, and apparently nobody knew how to turn them back on.

Without skipping a beat, moderator David Piehler, VP of research and development at Harmonic Inc. (Nasdaq: HLIT), continued to conduct the panel without lights. Someone provided him with a flashlight so that he could coordinate speakers, as the audience watched in total darkness.

When Piehler was done speaking, he continued to guide the panelists with a flashlight, asking Ralph Ballart of SBC Communications Inc. (NYSE: SBC) to speak.

"I think I’m gonna hand the flashlight over to Ralph," said Piehler.

PON Power

Maybe there's hope for passive optical networking (PON) in the U.S. after all. Hitachi Telecom (USA) Inc. was quietly showing off a PON option that takes advantage of the company's DSL expertise. The idea is to use PON to reach from the central office to, say, the side of an apartment building. From there, the AMN1400 system transfers the signal onto VDSL, delivering it to end users via copper.

"VDSL is distance-limited. So you use PON to solve the distance problem and VDSL to solve the problem of not having fiber in the last 100 feet," says David Foote, CTO of Hitachi Telecom. Hitachi has installed this architecture in Japan and is scouting for North American possibilities, Foote says.

Separately, NTT Group (NYSE: NTT) noted that its next PON step won't be the Gigabit PON (GPON) standardized by the ITU. Instead, the company likes the GE-PON option produced by the IEEE. "We are going to complete the development of GE-PON systems by the second quarter of this year," said Hiromichi Shirohara, NTT's director of access networks, during an OFC presentation.

For the more distant PON future, researchers from Samsung Corp. delivered a post-deadline paper on a hybrid PON using both time division multiplexing and wavelength division multiplexing (TDM and WDM; it's paper number PDP4, if you've got the handy OFC book). Researchers used 16 wavelengths to feed 128 subscribers off of one fiber. Most PONs today serve about 32 subscribers per feed.

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whyiswhy
whyiswhy
12/5/2012 | 2:21:06 AM
re: OFC Show Wrap: L.A. Fusion
The buzz around OFC was the number of large long (and ultra-long) haul and submarine contracts already awarded or being awarded in the near future.

The "dinner and drinks between friends" news is a few larger companies are backing away from money losing deals. Deals they would have signed six months ago.

Prices are stabilizing, while demand is increasing.

-Why
rwtang
rwtang
12/5/2012 | 2:20:30 AM
re: OFC Show Wrap: L.A. Fusion
On one of the panels, one VC (Brentwood?) guy said that China is growing the equivalent of 2 RBOCs/year. Somebody is doing well in China. India as well.
corvisalum
corvisalum
12/5/2012 | 2:20:28 AM
re: OFC Show Wrap: L.A. Fusion
One metric to test the connection between research and development -

I counted 10 out of 38 post-dealine papers as being from Bell Labs - the engine still chugs out some good stuff.

As for the products, oh well, Lucent has to rely on Movaz to do the development.

Is anybody paying attention at Lucent?

ca
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