re: Flag Flies After Subsea Market This is a ->MEGA<- opportunity for DORSAL to strutt its stuff. The advantages of an ALL-OPTICAL network are so great that flag will likely be taking a really serious look at what Corvis has to offer in this space.
The BASHERS have been telling everyone that undersea was impossible. But now suddenly its alive again and Dr. Huber's investment in Dorsal looks to be paying dividends.
And when Elon Musk lets the falcon fly later in the year, they will see the LIGHT on trans-atomspheric networks as well.
HEAVY READING should do a SURVEY on awareness in UNDERSEA. Its going to be a big area.
re: Flag Flies After Subsea MarketDORSAL is not in a position to deliver any hardware for this project - period. Even if they were, Corvis would not allow them to sell it below cost which is undoubtedly what the incumbants are going to do. We all need to wait until the incumbants sell-off their existing hardware before Corvis makes ANY inroads into ANY equipment business.
re: Flag Flies After Subsea MarketBut the operation cost savings of ALL-OPTICAL are so compelling that it might tip the balance in favor of Dorsal. FLAG and others are going to clearly see that the incumbants are clearing out their warehouses full of obsolete equipment. I bet they think twice about it.
I do agree with you that there is a price below which Corvis will not bother. just like they passed on GIG-BE once Ciena promised to do it for free.
Deploying Dorsal is just a matter of money and corvis can issue up to 300m in debt (from the deal where it outsmarted qwest last week) in order to make things happen.
re: Flag Flies After Subsea MarketGet real folks. All underwater systems installed over the last years have been all-optical. These guys do some amazing stuff but you need to have a big lab to back you up if you want to do this correctly (it costs a lot of money to do a hardware upgrade on a underwater all-optical repeater)
This is a ->MEGA<- opportunity for DORSAL to
strutt its stuff. The advantages of an
ALL-OPTICAL network are so great that flag
will likely be taking a really serious look
at what Corvis has to offer in this space.
The BASHERS have been telling everyone that
undersea was impossible. But now suddenly
its alive again and Dr. Huber's investment
in Dorsal looks to be paying dividends.
And when Elon Musk lets the falcon fly later
in the year, they will see the LIGHT on
trans-atomspheric networks as well.
HEAVY READING should do a SURVEY on
awareness in UNDERSEA. Its going to be a big
area.