!@#$%^&*()!@#$%^&*()!@#$%^&*()!@#$%^&*()!@#$%^&*()!@#$%^&*() ------------------------------------------------------------ SMART Letter #16 - February 1, 1999 For Friends and Enemies of the Stupid Network Copyright 1999 by David S. Isenberg isen@isen.com -- http://www.isen.com/ -- 1-888-isen-com ------------------------------------------------------------ !@#$%^&*()!@#$%^&*()!@#$%^&*()!@#$%^&*()!@#$%^&*()!@#$%^&*() CONTENTS: > Lead essay: 10 Gigabits to Every Canadian Home by 2005 > Quote of note: FCC Commissioner Michael Powell > Y2K: Leading Indicators Favor "Official Future" Scenario > Conferences on My Calendar, Copyright Notice, Administrivia ------- 10 GIGABITS TO EVERY CANADIAN HOME BY 2005 [Prolog: Imagine 10 Gbits -- enough bandwidth for over 150,000 phone calls -- in your living room. As transmission technologies become cheaper, simpler, faster and more capable -- by a factor of 10 every year or so -- 10 Gigabit access becomes as cheap as yesterday's less capable, more complicated technologies. Both DSL and Cable Modem technologies are several years old -- they date from times when DS-3 (45 Mbit) was fast, and they predate the advent of WDM (and even the deployment of OC-12!). As my article below lays out, it is now "thinkable" (to use official FCC technical terminology) to bring this year's new backbone technology straight into the home. But incumbent network providers are uniquely disincented to act. Clearly there are no applications and there is no customer demand. Besides 10 gig will completely cannibalize the last remains of their mainstream business -- imagine more throughput in your home than in a Class 5 office! How long will 5-cent Sundays seem attractive? In the process of implementing today's latest technology, Canada just might demonstrate to the world that what comes after kilobit access is gigabits -- and "that giant sucking sound" will be investment dollars following economic growth, which will be following bandwidth north. -- David I] -- CANADA BRINGS FIBER HOME: CANARIE proposes gigabit Internet to the home while U.S. telcos diddle with DSL. by David S. Isenberg BOX: [To Bill St. Arnaud, convergence is a backward looking attempt to preserve existing assets.] When Bill St. Arnaud tries to show earnest telco types the leading edge, he might as well be talking Martian. When he explains how he'll deliver gigabits via fiber to the home (FTTH) for about the same cost as megabits via Digital Subscriber Line (DSL) or cable modem, their minds seem to be stuck in the traffic jam at the intersection of IP and SS7. In the midst of the distracting pseudo-battle between DSL and cable modems, it is hard to remember that FTTH is still the broadband endgame. Despite the pall of failure around early-1990s interactive TV, the supremacy of fiber has been clear as glass for over a decade. St. Arnaud, the mild-mannered Director of Network Projects for the Canadian Network for the Advancement of Research, Industry and Education (CANARIE; www.canarie.ca) has not lost sight of this truth. The newest CANARIE project, CA*Net 3, will throw away Synchronous Optical Network (Sonet) and Asynchronous Transfer Mode (ATM) to become the world's first all-optical Internet backbone. St. Arnaud believes that this design can be extended into the home. He proposes to throw away DSL and cable modems too, bringing CA*Net 3's all-optical multigigabit Internet into every Canadian home by 2005. WDM IN LOCAL NETWORKS In long-haul networks, Wavelength Division Multiplexing (WDM) has increased fiber capacity by a couple of orders of magnitude in two short years. This year, a single fiber will have throughput for 15 million calls -- enough to handle the entire U.S. busy hour. But WDM has not yet hit the local loop. St. Arnaud thinks it's because established providers are tangled in reuse of their own nets. Cable companies have cable modems so data service can run on existing broadcast-oriented networks. Telcos have DSL, which is backward compatible with twisted pair. For both, the key word is "backward." The same goes for networking protocols. SONET provides a reliable voice (connection-oriented) network. ATM's goal was a single protocol for handling voice, video and packet services. Neither anticipated Internet Protocol (IP). Both SONET and ATM become shaky when they're not propped up against legacy networks. SONET becomes unnecessary in an all-IP world, because packet protocols like IP thrive even when lower layers are unreliable. ATM loses when Internet telephony and audio-on-demand thrive, because more bandwidth and a few IP tweaks promise to make real time and streaming media scream. To St. Arnaud, the whole idea of *convergence* is a backwards-looking attempt to preserve existing assets. He proposes a *divergent*, third residential network for Internet traffic only, installed alongside telephone and cable feeds. Like the CA*Net 3 backbone, it'll have only two layers, Internet Protocol and WDM -- information over light. It'll be a Stupid Network -- cheap and simple, under-engineered, over-provisioned, and controlled at the edge by users. GIGABITS FOR MICROCENTS Installation (right-of-way, trenching and conduit) represents the most cost. In a 100-kilometer metropolitan network, a conservative installation estimate is $4.3 million. Routers and equipment to light the fiber might cost another $1.8 million. Using today's 128-wavelength equipment, a single 48-fiber cable would serve 6144 homes. Each home would have its own WDM wavelength that could be lit at 2.5 gigabits per second (the OC-48 rate). This computes to $1000 per home. The alternative, new Hybrid Fiber Coax (HFC) to support cable modems delivers hundreds of times less and costs half again more. Even retrofitting existing cable to carry two- way data could cost $600 per home. DSL, somewhat cheaper, delivers even less. CANARIE's optics would meet residential equipment at an Ethernet interface. The step from 2.5 gigabits down to 1 gigabit Ethernet might seem wasteful. But St. Arnaud points out that the next Ethernet evolution -- 10-gigabit Ethernet -- just happens to match the rate of OC-192. Local and wide area nets would merge in yet another fundamental simplification. WHY CANADA CAN In Canada, a lot of municipal fiber already exists, thanks to favorable regulatory policy. But in the U.S., bean counters of communications behemoths shy from huge installation costs. They look at today's applications and figure that current networks can be kludged to handle them. Make way for high-definition Internet video on demand -- or whatever truly broadband application Canadian users dare discover. CA*Net 3 could make Canada the center of the next Internet economic boom. Meanwhile, U.S. telcos manage mawkish mergers, dither with DSL and forget fiber to the home. Look north, young entrepreneur. -- This article first appeared as "Intelligence at the Edge #6" in the February 1, 1999 issue of America's Network. Copyright 1999 Advanstar Publishing. -- [Epilog: There was so much here that didn't fit into a 750 word America's Network article. I had to leave out huge chunks of St. Arnaud's gigabit Internet story, including (a) the huge cost of all the layers of DACSes and MUXes to convert between higher OC-x rates and lower cable modem speed, (b) the fundamentally different traffic characteristics of Internet traffic (most notably its asymmetry) and how that further obsoletes the Sonet paradigm, (c) more about attempts to match OC-192 framing and 10 Gigabit Ethernet framing, (d) a few more of the cost comparison details, and (e) how completely some audiences miss the enormity of this amazing message. Fortunately, you can read about most of this is in St. Arnaud's white paper at http://www.canet2.net/frames/startarcheng.html -- David I] ------- Quote of note: "I'm tired of hearing about thinking out of the box. Let's GET OUT OF THE BOX." U.S. FCC Commissioner Michael Powell, at New Jersey BPU telecom meeting, November 6, 1998. ------- Y2K: LEADING INDICATORS FAVOR "OFFICIAL FUTURE" SCENARIO Many weeks ago, Doug Carmichael, in his observant online newsletter "Y2K Week" wrote "It is important to be as interested in information that disconfirms our bias as supports it. This is a system, friends. Watch the tendency of emotions to lead perceptions without further questioning. Not a good sign on either side. We need to learn to weigh evidence, not shoot half the messengers." Well, suppose, just suppose, that the preponderance of evidence coming in happened to support the Isolated Failures, Social Coherence scenario. As a reminder, here are my four scenarios in a space defined by the degree of interlinking of technological failures and by the degree of social coherence around millennial events: Isolated Technological Failures | | OFFICIAL FUTURE | WHIFF OF SMOKE | | Social ____________________|_________________ Social Coherence | Incoherence | HUMAN SPIRIT | APOCALYPSE 2000 | | Strongly Interlinked Technological Failures I have been monitoring leading indicators from two key events, (1) the introduction of the European Currency Unit, the Euro, which demanded revamping of a huge messy legacy of interlinked financial systems, and (2) the arrival of January 1, 1999, during which systems that must look a year ahead would be exposed to the mistaken math of trying to subtract from "00" to compute an interval. Y2K watchers have been telling us that both of these events will presage the advent of Y2K itself, and serve as valuable leading indicators. Peter deJager, one of the first visible Y2K consultants, and one of the most articulate, appeared before the European Commission about a year ago to plead with them to delay the introduction of the Euro until after the onset of the two-thousands. By all accounts, though, the Euro arrived quite smoothely. January 1, 1999 arrived with few glitches and no disasters. Some taxi meters fluttered, Swedish immigration authorities couldn't issue last-minute travel documents, and movie tickets by phone were unavailable in some cities. The most serious report that I saw was that the computers that tracked ships in Hong Kong Harbour shut down, but captains conned their vessels under the old system of see-and-avoid, to no detriment. In fact, I am aware of not a single instance in which failures were interlinked, in which one failure caused or amplified another. On the social coherence front, while there are reports of people beginning to worry about "stocking up," there are few signs of disintegrating social institutions. (More accurately, none of the many, many signs of disintegrating social institutions are attributable to Y2K!) There was no detectable effect of January 1, 1999 on stock markets. Indeed, most of the Y2K action on the social front seems to be in the direction of "community preparedness" -- a decidedly cohesive trend! In total, the evidence now coming in seems to favor isolated failures and social cohesion -- the Official Future. Now, let me hasten to remind that the Titanic did, indeed, sail on a 99.999% iceberg-free ocean -- thousands of miles of ice-free ocean were not a sufficient leading indicator of its demise. Unseen disaster might well lie ahead, and there is no way to certain knowledge. Infrastructure failures might well be more tightly coupled to other systems, and these may come due on dates yet to be encountered. Furthermore, many organizations are working like hell to get ready, and many of these will not be fully prepared in time. And many more are still unaware, and this is still a cause for concern. From the belly of big businesses we hear rumblings of inept bungling, slipped schedules, malfeasant management and farcical fixes. But Korporate Kulcha *always* seemed to me from the inside to lurch drunkenly between disaster and absurdity. Any apparent productivity seemed serendipitous. (If you don't believe me, consider where Scott Adams gets his material.) I'm beginning to think that this looseness might actually be beneficial in the face of Y2K -- the absence of tight coupling inside organizations might prevent one system's glitch from being another one's poison. Companies are always coping with internal failures. Considering our own emotions. When we join in the efforts to prepare for Y2K, we cannot help but buy in -- I have seen in my own psyche that when other people's genuine concerns become a legitimate source of my identification, prestige, and recognition, it is harder for me to see disconfirming evidence. And when I have worked hard to get somebody to see the validity of more extreme Y2K scenarios, it is harder for me to admit that there is still validity in the less extreme ones. Social psychologist Leon Festinger, in his 1956 book "When Prophesy Fails," showed how even the most unambiguous in-your-face evidence can be ignored when belief is supported by practise and community. One beauty of the scenario approach is that it supports the holding of several simultaneous and mutually exclusive hypotheses. Instead of "right" and "wrong" (and who wants to be wrong, even to himself?) the scenario thinker considers "this scenario" and "that scenario." So far, all four of the Y2K scenarios that I formulated almost two years ago remain. So far events have not eliminated any of them. Today's evidence seems to favor the Official Future -- could it be that the arrival of Year 2000 will be relatively uneventful? Let's keep open minds, and keep watching, even as we work. -- David I ------- CONFERENCES ON MY CALENDAR + Solutions 99! -- Feb 9, 1999, Denton TX: Sponsored by University of North Texas, . See http://www.cas.unt.edu/solutions99 or contact Mitch Land <mland@unt.edu>. + CLEC Reliability -- February 10, 1999, Atlanta GA, 7:45 - 9:00 AM. Westin Peachtree Hotel, Atlanta GA. Sponsored by America's Network. Your Im-Moderator will, once again, attempt to PRO-be and PRO-voke. Free if you register: 800-854-3112 x446 or http://www.americasnetwork.com/nr_live/register.cfm ------- COPYRIGHT NOTICE: Redistribution of this document, or any part of it, is permitted for non-commercial purposes, provided that the two lines below are reproduced with it: Copyright 1998 by David S. Isenberg isen@isen.com -- http://www.isen.com/ -- 1-888-isen-com ------- [to subscribe to the SMART list, please send a brief, PERSONAL statement to isen@isen.com (put "SMART" in the Subject field) saying who you are, what you do, maybe who you work for, maybe how you see your work connecting to mine, and why you are interested in joining the SMART List.] [to unsubscribe to the SMART List, send a brief unsubscribe message to isen@isen.com] [for past SMART Letters, see http://www.isen.com/archives/index.html] ------- *--------------------isen.com----------------------* David S. Isenberg isen@isen.com isen.com, inc. http://www.isen.com/ 18 South Wickom Drive 888-isen-com (anytime) Westfield NJ 07090 USA 908-875-0772 (direct line) 908-654-0772 (home) *--------------------isen.com----------------------* -- Technology Analysis and Strategy -- Rethinking the value of networks in an era of abundant infrastructure. *--------------------isen.com----------------------*
Date last modified: 18 April 99