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Technology Stocks : SDL, Inc. [Nasdaq: SDLI]
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To: Wyätt Gwyön who wrote (2523)8/9/2000 1:59:38 PM
From: pat mudge  Read Replies (2) of 3951
 
LightReading on Cisco, with a good analysis of terabit router space:

lightreading.com

Of interest to SDLI holders:

Demand for OC192 interfaces in IP routers is clearly growing, as demonstrated by Juniper’s latest deal with Metromedia Fiber Network Inc. (Nasdaq:MFNX), which bought 170 routers specifically for those interfaces (see Speed Key in Juniper's MFN Deal ).

One of Cisco’s biggest concerns is the shortage of components, particularly for its optical business. Kennedy says that shortages slowed down deployments this quarter, but he and Chambers emphasized the fact that the company is working closely with partners to keep up with demand. Currently, Cisco is one of the only big companies without its own component division. Alcatel, Nortel, and Lucent all have divisions that provide parts for their optical system products.

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