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Technology Stocks : Ciena (CIEN)
CIEN 252.05-0.6%Jan 30 4:00 PM EST

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To: Raymond Duray who wrote (9436)8/15/2000 2:29:38 AM
From: Tim Bagwell  Read Replies (1) of 12623
 
Raymond,

I recalled reading the BRCM press release when I saw your post. I had the same reaction to the 10 Gb/s E-net release that was published months ago.

You must be very careful whenever you read these things. These guys have a tendency to hype aggregate rates that are really the total of several (4 in this case) parallel channels. It can be misleading.

I would also be skeptical of the Newport chip mentioned in the article. First of all, 10 G-Ethernet is NOT OC-192. The actual bit rate of 10 G-Ethernet is 12.5 Gbs not 9.953 like Sonet. So the chip needs to work at speeds in excess of OC-192 rates.

Also, it's not uncommon to hype a product even though they may only have one working in the lab. I would agree with the AMCC statement that CMOS isn't there yet. The only lasers they can drive would be VCSELS limiting their use to short distance computer networks still off in the future.
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