Uncommon Wisdom

Sep 14 2007   3:49PM GMT

Packet optical networking destined for bigger growth

Tom Nolle Tom Nolle Profile: Tom Nolle

September 14 2007: Heavy Reading reports that tremendous growth is expected in packet optical networking, and for once we think they may be even a bit conservative in terms of volume. Packet optical networking is a broad range of stuff that represents non-SONET transport, and one reason we think the forecasts for the sector are low is that the definition of the sector is too narrow. We believe this space has to envelop all of the optical/Ethernet hybrid technologies as well as things like Resilient Packet Ring. When all of these are considered, the total revenue pie is a considerable multiple of the $1 billion that Heavy Reading forecasts for 2012. Packet optical hybrid devices linked with Metro Ethernet are far and away the hottest area in the equipment space, given that nearly 8 of the 10 gigabits of incremental deployed bandwidth in the next five years will occur in metro networks.Relevant Reading Light Reading

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