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Technology Stocks : Ciena (CIEN)
CIEN 230.34+9.3%Dec 19 4:00 PM EST

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To: James Fulop who wrote (10462)2/22/2001 9:09:38 AM
From: James Fulop  Read Replies (1) of 12623
 
Some figures from Dell'Oro (via Yahoo)

REDWOOD CITY, Calif.--(BUSINESS WIRE)--Feb. 22, 2001--According to Dell'Oro Group, the DWDM Market (includes DWDM-Long Haul, and DWDM-Metro) grew 27% Q/Q with revenues of $2.2 billion in 4Q00.
By segment, the DWDM-Metro market grew 45% Q/Q, while DWDM-Long Haul grew 25% Q/Q.

Market Leaders
(based on revenue)
DWDM Market (incl. DWDM-Long Haul and DWDM-Metro)

Quarterly
Total Market 4Q00 Growth
------------ ---- ------
MFG Revenue ($B) $2,208 + 27%

Vendor Rank Growth
------ ---- ------
Nortel 1 + 44%
Ciena 2 + 21%
Lucent 3 - 26%
Alcatel 4 + 40%
Fujitsu 5 - 43%
ONI 6 + 82%

messages.yahoo.com

REDWOOD CITY, Calif.--(BUSINESS WIRE)--Feb. 22, 2001--According to Dell'Oro Group, the SONET/SDH Multiplexer market declined 1% Q/Q with revenues of $3.7 billion in 4Q00.
Despite Q/Q revenue growth from Nortel, Alcatel and Marconi, it was not enough to offset the overall decline in the SONET/SDH market.

Market Leaders
(based on revenue)
SONET/SDH Multiplexer Market

Quarterly
Total Market 4Q00 Growth
------------ ---- ------
MFG Revenue ($B) $3,738 - 1%

Vendor Rank Growth
------ ---- ------
Nortel 1 + 4%
Fujitsu 2 - 18%
Alcatel 3 + 18%
Lucent 4 - 27%
Marconi 5 + 16%
Cisco 6 0%

messages.yahoo.com
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