>>It included the following two items: 1) DWDM market expected to grow from $7.4 billion in 2000 to $36.5 billion in 2005; 2) Worldwide optical transport market expected to double from $23.5 billion in 2000 to $57.4 billion in 2005.<<
Isn't there some overlap with those categories, as DWDM is one of the technologies used in (but not limited to) optical transport? This raises a larger issue that we have discussed here in the past-the subjective variations of definitions for these categories and how confusing (and sometimes misleading) they can be. And although I see you are including switching as one category of Ciena's revenues, I don't see it in your macro revenue categories of DWDM and optical transport.
>>Also I am planning to divide Ciena's revenues into the following categories and initial (for 2001) percentages: DWDM - 80%; Switching (CD/CI) 10%; Metro - 7%; all else (including services) 3%.<<
Where would you put in future revenue from the Cyras K2? I believe the above metro category is really only metro transport and that the K2 will bring in additional revenue as metro access aggregation.
>>I will not try and develop a net contribution by category, but will do a gross margin by category. So any help with estimating individual product gross margins will be helpful.<<
A tough endeavor given the secrecy of this industry-it seems to me that the higher the margin of the product, the less likely the company will give out exact information on it as they know both competitors and customers are paying close attention (indeed this was said in so many words on a couple of CCs about the CoreDirector, but this secrecy is not limited to Ciena...) I can, however, help with a comparison of margins for each category, but just not the absolute numbers as I have never heard them given out during the years I have been following Ciena.
>>In this II piece, they named Williams as a Ciena customer. I know this was rumored in the past, but do not remember seeing public confirmation. Did I miss this, or is this new info?<<
Williams has been an announced customer for quite some time.
ciena.com
>>We [CIBC] have seen recent successful debt offerings by XO Communications and McLeod [I know latter is a new customer of Ciena, is former also a customer?].<<
Yep, originally announced as Nextlink, its former name.
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