WOW. If you haven't seen this report from Morgan Stanley, you should most definitely get a copy, dated 2/14/00. Here's the comments on the cover page:
Technology
Telecom Equipment - Wireline
The Optical Networking Report
The Ultimate Internet Infrastructure
Optical Networking, we believe, is the Ultimate Internet infrastructure. We expect investors to view this as a must own sector.
The optical networking market is forecast to grow from under $4 billion in 1999 to $14 billion in 2003.
Our top picks are Ciena, E-TEK Dynamics, JDS Uniphase, Lucent, and Sycamore Networks.
This report discusses iihot topicsle in optical net-working, including the Metro DWDM market, new optical switching technologies, and intelligent optical networking.
This report mentions over 80 public and private companies, including next generation equipment start-ups and smaller component manufacturers. They are indexed at the end of the report. |
