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Technology Stocks : DWDM - Dense Wave Division Multiplexing

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To: Harlock who wrote (7)9/6/1999 12:02:00 AM
From: James Fulop  Read Replies (2) of 27
 
Thanks for the article. I have read it before, but I think I need to reread it..... the last paragraph seems to be fairly negative whereas some of the posters on the Yahoo Ciena thread feel that the situation is not quite that bad, only very political and therefore not accurately reported. I have no idea if that is true or not....

"Given the nebulous state of the public metro network equipment market, suppliers have not been busy signing supply contracts for metro DWDM equipment. The vendors' circular reasoning posits that if they talk about metro DWDM opportunities enough, customers will eventually get fired up enough to buy the technology. Manufacturers have been pushing metro DWDM technology in this way for more than two years. But carriers, for the most part, have not been convinced that metro DWDM offers something they do not already possess."
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