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Technology Stocks : Ciena (CIEN)

CIEN 191.74

-1.3%

Nov 14 4:00 PM EST

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To: Frank A. Coluccio who wrote (10617)	3/11/2001 10:01:55 AM
From: James Fulop	Read Replies (3) of 12623

>>OC-3, OC-48 and OC-192. Even the STS-1 level (equivalent to what would be an OC-1) at the electrical level is highly traded these days in colos and hotels<< Sorry for asking so many questions, but what do you mean by "traded"? Do you mean "used as a standard method of measuring bandwidth capacity"? >>The main difference here being that the newer, primarily-optical boxes are driving these processes deeper into their own backend switching fabrics, as opposed to using discreet boxes to achieve the same end.<< Does this mean these vendors will be relying more and more on custom made ASICs in this fabric, as opposed to off-the-shelf product or does this trend not signify any change in manufacturing? I'm just curious as to the implications (such as gross margins, production cost, etc.) of this trend. Thanks.

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