Light Reading Weekly:
Light Reading Weekly -- July 6th, 2000
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Welcome to Light Reading Weekly -- the e-mail newsletter from
lightreading.com, the global site for optical networking
===============Sponsored by Nishan Systems=================
Looking for an IP-based Storage Area Networking (SAN) Solution? Nishan
Systems introduces Storage over IP, a complete end-to-end Storage Area
Network solution based on the widespread, proven networking standards
IP and Gigabit Ethernet. SoIP(R) combines the best features of today's
first-generation SANs with the best features of IP networks.
nishansystems.com
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==============THIS WEEK'S CONTENTS==============
1) News Analysis: A Stock Fund As Pure As Light
2) News Analysis: Recruitment Packages Balloon
3) News Analysis: Cisco's Other Expansion Strategy
4) News Analysis: Corvis Measures for Distance
5) New Section: Jobs Page
6) News Analysis: Alcatel Buys Fiber Filters
7) New Analysis: Optical Investors Go to College
8) New Startup: PacketLight Networks Ltd.
9) News Analysis: Germany Pushes Limits On Scalability
10) Market stats: Europe's Leading Dark Fiber Providers
11) Head Hunted: Scott Rothrock, from Alcatel to Yotta Networks
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1) News Analysis: A Stock Fund As Pure As Light
Fiber optic equipment and component makers have been leading the
technology charge in the stock markets during the last few months. So
it's not surprising that somebody has come up with a mutual fund
exclusively focusing on fiber-optic technology.
Internet Asset Management AG, a Zurich-based money manager
specializing in technology funds, is putting together a fund for DG
Bank to be called the PEH Fiber Optics fund. It will include the
leading networking and fiber-optic components makers as well as
smaller companies focusing on cutting-edge optic technology.
"Because this market is changing so rapidly and new technology is
coming almost weekly, I'm looking at the type of products we'll have
as we move toward all-optical networks," says Mark Morris, president
of Internet Asset Management.
The fund is still in registration and is scheduled to be available to
investors in August. Morris has completed his first draft of the fund,
and it contains many of the well-known names in the industry. His top
three holdings currently include Ciena Corp. (Nasdaq: CIEN), MRV
Communications (Nasdaq: MRVC) and SDL Inc. (Nasdaq: SDLI), each of
which accounts for 8 percent of the model portfolio. Other large
positions, each accounting for 3 percent of the preliminary portfolio,
include Adept Technology Inc. (Nasdaq: ADTK), Alcatel SA (NYSE: ALA),
Bookham Technology PLC (Nasdaq: BKHM), Corning Inc. (NYSE: GLW),
Extreme Networks Inc. (Nasdaq: EXTR), JDSU Inc. (Nasdaq: JDSU),
Newport Corp. (Nasdaq: NEWP), SDL Corp. (Nasdaq: SDLI), Sycamore
Networks Inc. (Nasdaq: SCMR), and Vitesse Semiconductor Corp.
(Nasdaq: VTSS).
Other stocks Morris is looking to put in the fund include Nortel
Networks Inc. (NYSE, TSE: NT), ONI Systems Inc. (Nasdaq: ONIS) Inc.,
New Focus Inc. (Nasdaq: NUFO), and Redback Networks Inc. (Nasdaq:
RBAK).
For the full story, go to:
lightreading.com
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2) News Analysis: Recruitment Packages Balloon
Signing bonuses, interest free loans, college tuition for children
and, of course, stock options. Do optical networking vendors have more
money than sense? Let's hope so.
lightreading.com
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3) News Analysis: Cisco's Other Expansion Strategy
Cisco's got its own plan to grow its staff: steal other people's.
lightreading.com
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4) News Analysis: Corvis Measures for Distance
Interested parties testify to its products' capabilities.
lightreading.com
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5) New Section: Jobs Page
Big money. Fat equity plans. Free drugs.
Only one of the above isn't available on Light Reading's Light Jobs
employment page, which provides continuously updated information on
the hottest career opportunities in the optical networking industry.
Over 130 jobs are already listed!
lightreading.com
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6) News Analysis: Alcatel Buys Fiber Filters
The French are coming! Alcatel's added a little je ne sais quoi to its
portfolio by acquiring Innovative Fibers Inc. -- a manufacturer of
fiber components.
lightreading.com
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7) Optical Investors Go to College
Get 'em while they're young. That's the motto of a new breed of
incubators.
lightreading.com
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8) New Startup: PacketLight Networks Ltd.
PacketLight doesn't like the look of existing optical transport
technology. So it's invented its own. Will anyone join its one-man
conga line?
lightreading.com
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9) News Analysis: Germany Pushes Limits On Scalability
The Germans have started work on what could end up as the biggest
optical network in the world. Will the next node be in Poland?
lightreading.com
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10) Market stats: Europe's Leading Dark Fiber Providers
They've installed the fiber. Now what?
lightreading.com
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11) Scott Rothrock, from Alcatel to Yotta Networks
Scott Rothrock, former director of optical product development for
Alcatel, is set to leave for Yotta Networks. He didn't choose them for
the name, apparently.
lightreading.com
===============Sponsored by Nishan Systems=================
Looking for an IP-based Storage Area Networking (SAN) Solution? Nishan
Systems introduces Storage over IP, a complete end-to-end Storage Area
Network solution based on the widespread, proven networking standards
IP and Gigabit Ethernet. SoIP(R) combines the best features of today's
first-generation SANs with the best features of IP networks.
nishansystems.com
===============================================================
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