Tellium Message Board - Msg: 15474755

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Technology Stocks : Tellium

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To: James Fulop who wrote (49)	3/9/2001 11:07:56 AM
From: James Fulop	Read Replies (1) of 55

A few interesting posts about Tellium have appeared over on Lightreading. I can't vouch for their veracity, but FWIW... >>Sorry LR, but TELM does not deserve the #2 spot. All 3 of their customers are delaying and cutting back deployments. Why? No grooming. Essentially - you have to put a grooming switch next to the Aurora for it to have any value. Carriers are starting to realize that they can just go with the grooming switch and cut out TELM altogether and not have the mangement hassle of two seperate switches.<< lightreading.com >>Tellium is between a rock and a hard place. If you are a carrier and you want grooming, you can go to Ciena which is shipping trial-complete products. If Ciena cannot meet your needs, you can still go to Sycamore or wait for Nortel to execute on its DX's. If you are doing mesh restoration at the wavelength level such that you don't need grooming, you can either wait for a MEMS all-optical switch (from Nortel/Xros or Calient) or you can buy the same OEO non-grooming switch from Tellabs which is someone you know and have been buying for the last twenty years. Tellium seems to have the worst combination of risks: OEO switching with no grooming, no internal MEMS capability and a startup with no long term track record. By the way, Astarte is not a MEMS company. They were in business selling 72x72 OXC using discrete piezoelectric driven fiber collimators. They had a project using a MEMS engine from Texas Instrument and some IP's on control methodologies. Tellium is now developing MEMS all-optical switches with Analog Devices which is a foundry that has similar relationship with Nortel/Xros, Onix and many others. Tellium recently brought in the MEMS team from AT&T but other than that, they don't have a differentiation. It would be interesting to see how long this dog will continue to hunt since there ain't no ducks where it is hunting now.<< lightreading.com

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