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Technology Stocks : DWDM - Dense Wave Division Multiplexing

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To: James Fulop who wrote (2)9/5/1999 11:20:00 PM
From: Proton  Read Replies (1) of 27
 
Re: Here we go!

Well, I would prefer you both discuss this publicly rather than through PM, as I am interested, and suspect a few more people are also. Thanks.

O.K.! :-)

Here's topic A: metro DWDM, the next step in from optical long distance networks. Metro optical network growth, according to Pioneer Consulting, will be driven by three actors:

ILECs expanding their interoffice fiber networks, CLECs expanding their metro access and transport networks, and major ISPs and IXCs expanding the capacity and flexibility of their metro access rings.

This press release gives a high-altitude perspective on metro optical networks:

pioneerconsulting.com

My understanding is that Cerent brings Cisco great cross-connection products, but that Cisco needs more to deliver a complete metro core solution. If that's the case, who else will come into Cisco's cross hairs?

P.
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