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Technology Stocks : DIGL... Digital Lightwave.... Making Waves....

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To: Carolyn who wrote (515)	10/16/1999 10:41:00 AM
From: Crossy	Read Replies (1) of 934

As I see it now, the leaeders in DWDM Hardware (this is the complement infrastructure that solve DIGL makes its testing gear & monitoring software) are JDSU, CIEN, HLIT, CSCO (Cerent) ? , ETEK, LU, NT, Alcatel etc.. DIGL doesn't compete with them in fact they are all on their customer list. Exception is CIEN - they acquired a company with a similiar key strength as DIGL (DWDM software & management solutions). If a company wants to create the same capabilities that CIEN has now, DIGL might be a takeover candidate since their sales are still low compared to market potential. In DWDM software & testing no leader has yet emerged. In fact the only companies with a distinct capability in this field I know of are CIEN and DIGL. Well, DIGL - since it has no proprietary hardware platform to support just supports ALL or most DWDM manufacturers and thus may evolve as DWDM/managemenet-software leader down the road.. best regards CROSSY

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