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EPS100Momentum
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Author has a degree in Engineering and is an avid investor in the market. Experience in industrial materials and structures. In college studied atomic & nuclear physics as well as material engineering. Eastern European
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EPS100Momentum's Instablog at SeekingAlpha
  • FNSR forward guidance will continue to surprise to the upside for the next 5 years minimum due to Cloud Computing & Video demand. 0 comments
    Dec 4, 2010 9:08 PM | about stocks: FNSR, FFIV, CRM, VMW, EMC, CTXS, ALTR, AVGO, OCLR, NETL, XLNX, SMTC, OPXT, FJTSY.PK, MLNX, JDSU, INTC, CSCO, T, VZ, BCE, CHT, LU, TEF, CTL, CTL, S, FTR, EQIX, TWTC, BBRY, AAPL, HPQ, DELL, SHEN, ALSK, CBB, ATNI, CVC, DTV, DISH, CMCSA, VIA, TWC, DISCA, SJR, VMED, CHTR, LBTYA, TIVO, CRWN
    Global Optical Networking Market to Reach $20 Billion by 2015

    Heavy Reading Publication: Vol. 6, No. 1, 2010
    100 Gbit/s: New Technologies Deliver Bandwidth & Reach
    Cloud computing, video, remote storage, and other bandwidth-intensive services are driving demand for higher-speed connectivity.

    Data center and enterprise network managers must replace existing 10-Gbit/s links with 100-Gbit/s links to meet user expectations and business needs. Carriers are upgrading transport links to 100 Gbit/s or more as suitable solutions become available. To meet these needs, equipment providers are developing new systems with 40-Gbit/s and 100-Gbit/s interfaces that cover distances from a few meters to several hundred kilometers.

    Equipment providers, silicon developers, and optical component vendors face significant challenges from 100-Gbit/s interfaces. Considering these challenges, and the immediate need for 40-Gbit/s and 100-Gbit/s solutions, vendors face difficult decisions. For long-haul applications, the recent push to adopt DP-QPSK modulation with a coherent receiver is reducing investment in other modulation schemes already established for 40-Gbit/s long-haul systems. The CFP form factor is more flexible in the enterprise. Both DP-QPSK and CFP present many challenges to developers with high-speed signals and close integration of optical and silicon components.

    The demand for 40-Gbit/s and 100+-Gbit/s networking is growing rapidly in the data center and for other client-side applications. Since 2005, 40-Gbit/s InfiniBand has been available and 120-Gbit/s InfiniBand has been available since 2008, taking a significant slice of the high-performance-computing connectivity market. Ethernet is now catching up with the 40GE products available and 100GE products rolling out from 2010. Sonet/SDH and optical transport network (OTN) continue to be important for connectivity into the metro and long-distance links.

    During 2010 there will be significant investment by equipment vendors in 40GE and 100GE solutions for both the data center and enterprise backbone. InfiniBand will continue dominating the highest-performance computing systems, but the market share for InfiniBand is unlikely to continue growing as cost-effective 100GE systems become available from 2011/12. Both Ethernet and InfiniBand are supported by QSFP+ and CXP modules. The CFP form factor provides a more flexible solution with support for Ethernet, Sonet/SDH, and OTN over single-mode fiber but is significantly more expensive. By 2012 an alternative form factor will be required supporting single-mode fiber at significantly lower costs.

    100 Gbit/s: New Technologies Deliver Bandwidth & Reach details and analyzes 100-Gbit/s technologies, identifying the key advantages they hold for equipment manufacturers, together with relevant 40-Gbit/s technologies. It also surveys component availability and profiles 25 leading vendors in this growing market. The availability of 100-Gbit/s interfaces is growing, with semiconductor and optical component vendors introducing new products that deliver better performance and greater integration. This is a demanding market with high development costs, and few vendors can offer complete solutions across the varied technologies.

    Want to read more??
    Get the entire     17 pages  $900 by clicking on the link above.
    Stocks: FNSR, FFIV, CRM, VMW, EMC, CTXS, ALTR, AVGO, OCLR, NETL, XLNX, SMTC, OPXT, FJTSY.PK, MLNX, JDSU, INTC, CSCO, T, VZ, BCE, CHT, LU, TEF, CTL, CTL, S, FTR, EQIX, TWTC, BBRY, AAPL, HPQ, DELL, SHEN, ALSK, CBB, ATNI, CVC, DTV, DISH, CMCSA, VIA, TWC, DISCA, SJR, VMED, CHTR, LBTYA, TIVO, CRWN
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