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Technology Stocks : Agilent Technologies (A)
A 146.78-0.5%Nov 7 9:30 AM EST
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To: buckhead26 who wrote (172)3/7/2000 10:16:00 AM
From: MCF  Read Replies (2) of 620
 
Hi buckhead26,
Not really sure about the mirror thing for fibre through the switch.Isn't that what Juniper Networks is doing? However, there are multiple terabit router entries of late. This is going to great for bandwidth relief,but will quickly turn out to be a price/value war which would indicate lower margins long term.ETEK,JDSU and MRVC all provide silicon that complements a fibre based switch.The race will be who gets to OC192(8Gbps) first.They can probably get a premium,it's a specialty, that perhaps the terabit router OEM's will have to eat.It might be interesting to examine which component provider JNPR uses.I suspect there will also be a lot of new entries into single chip implementations for OC48 & OC192.The bandwidth bubble will quickly get pricked. Just hope I have enough equity built up before that happens,so I can ride it out.:)
Surf@60
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