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Technology Stocks : Ciena (CIEN)

CIEN 200.92

-1.6%

Dec 1 4:00 PM EST

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To: James Fulop who wrote (8106)	2/19/2000 12:58:00 PM
From: jghutchison	Read Replies (2) of 12623

Satellite? Did someone say satellite? Ever wonder why you lose your TV video due to "upper atmosphere disturbance", aka rain? If I lose a few minutes of Captain Kangaroo, I don't get too upset, but if I miss a trade my feathers get a little ruffled. Sounds like a reliability issue to me. Aside from a massive gravitational field, nothing disturbs a photon stream. The signal to noise ratio is without parallel. The delay issue seems to be misunderstood. Does it matter if your data request is delayed 10 nanoseconds? The delay issue has more to deal with the interfacing of electronic and optical components, and the resulting restrictions on bandwidth, which is capacity, not the commonly preceived concept of speed. Minimizing, the eoe interfaces therefore increases bandwidth and reduces overhead and cost etc. Electronic components will never be completely eliminated. After all, the optical components are driven by electronics. I think that's JDSU's bag. I'd buy it before Iridium. Jack

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