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Technology Stocks : Ciena (CIEN)

CIEN 230.45

+9.4%

Dec 19 4:00 PM EST

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To: Rustam Tahir who wrote (10508)	2/27/2001 8:19:03 AM
From: James Fulop	Read Replies (3) of 12623

>>I suppose NT, LU, and the traditional telcom suppliers manufacture the SONET ADM boxes. Does CSCO as well?<< I'm not 100% sure, but I believe Cisco sells them but as with many products probably does not actually manufacture them in-house (as may be the case with the other traditional telecom equipment suppliers as I have noted ADMs as being quite a common product made by many optical component companies...but I could be wrong as lately Cisco has started to manufacture more optical products in-house...) >>And finally, does anybody else manufacture a comparable box to CoreDirector?<< Yes, Sycamore has the SN16000, Tellium has the Aurora, Cisco has the ONS 15900 Wavelength Router (which has had very few wins to date as a product developed from its acquisition of Monterey) and Nortel's HDX which I understand will be ready for trials sometime in Q2 and shipping late this year. PS Since ADMs are a pretty common product in this sector, you probably could get a more definitive answer to your ADM question by posting it on the Frank C. thread... Here are a couple of articles about the Cisco ONS 15900: lightreading.com lightreading.com

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