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Technology Stocks : JDS Uniphase (JDSU)
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To: Andy Yamaguchi who wrote (6639)2/23/2000 2:22:00 PM
From: SJS  Read Replies (2) of 24042
 
Again.......

I wish I could convey just how bullish that MSDW 88 page report on optical networking is. Their top picks of JDSU and ETEK (LU, CIEN and SCMR are the 3 other top picks.....).

I encourage as many of you as possible to get this report and read it cover to cover. You will be astounded by what you'll learn. I can post the TOC:

Summary and Investment Conclusion ........................................ 1
Top Picks: Summary................................. 2
Top Picks in detail......................................... 3
The Optical Networking Landscape ......................... 8
The Ascendance of Optical Networking......................... 10
Why Optical? .................................................. 10
E-Commerce Drives Demand ....................................... 10
Our View of the Network: Wavelength Services .............. 11
The Shift in Spending to Optical Equipment ................. 12
Market Size, Shares and Growth.......................... 13
SONET Market Size and Growth........................... 13
SONET Market Shares ..................................... 14
DWDM Market Size and Growth............................... 14
DWDM Market Shares........................................... 15
The Optical Networking Market ............................ 15
Component Market Size and Growth ......................... 15
Networks Today: SONET..................................... 18
Five Key Points About SONET............................... 18
SONET over DWDM............................ 19
Problems with SONET........................................ 22
New Technologies in the Core of the Network...... 23
DWDM Without SONET............................. 23
Ultra Long Haul Systems......................... 23
Intelligent Optical Networking.................... 24
Rings versus Mesh ........................................ 26
Optical Switches, Routers and Cross Connects....... 29
Getting into a Mesh, in Six Easy Stages ..................... 31
New Metro and Access Technologies ................... 34
The Edge of the Network.................................... 34
DSL and Cable Modems Kick In .......................... 34
Who Benefits from Broadband Access? ................ 35
Packet and Cell Access Rings ............................. 35
Metro DWDM Systems: Five Success Factors.......... 36
Metro DWDM: The Vendors ................................ 37
Passive Optical Networks (PONs).............................. 38
Optical Compnnents....................................... 41
Three Changes Sweeping the Optical Components Industry ...... 41
The Components Market Is Supply Constrained................... 41
Everyone's a Winner, Baby! ............................ 42
Moving to Modules ............................................ 43
The Leading Component Players ............................. 44
A Guide to the Key Components & Subsystems ................ 47
Company Snapshots & Models ............................. 53
Companies Mentioned in this Report ................ 80

It's not small (2.2MB), but it's worth finding.
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