Ciena (CIEN) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ciena (CIEN)

CIEN 230.34

+9.3%

Dec 19 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: jghutchison who wrote (9345)	7/12/2000 7:20:48 PM
From: DukeCrow	Read Replies (1) of 12623

I believe most players would consider an optical switch and its intelligent software more of a system than a component. Is that what Agilent is selling? I thought their silica waveguides and IC actuators were the building blocks of the switches and could be cascaded and scaled however the system vendor wanted. I didn't think they sold the whole "switching system" including software and the like. Perhaps I haven't quite understood where it fits? Maybe the Agilent switch isn't a component or a system and fits somewhere in between, kind of where the Avanex Powermux fits. The Powermux can be sold to carriers, systems vendors, or component makers. Perhaps the same is true of the Agilent switch (although I doubt it would be sold to carriers). Ali

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next