SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Tellium
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Sir Auric Goldfinger who wrote (29)6/1/2001 6:01:57 PM
From: RockyBalboa  Read Replies (1) of 72
 
Not directly. But ebone is in direct competition to iaxis and other backbones and if it fails this spells trouble - for the whole branch.

But if ebone falls, the pieces will, again be picked up for 20c on the dollar, best case, and delay demand for new products. All picks'n shovels producers affected.

When iaxis finally filed for administration it sent shockwaves into the market who believed until then that everything goes, including ciena. When ebone goes under (and ebone is much bigger and considered the more stable entity) then it is clear that the picture worsened compared to fall 2000.

ebone, restructured and maybe freed of debt service will be able to gain business on easier pricing; all others who serve debt will have a competitive pressure; additionally lowered pricing will perhaps put the pricing pressure on the investment side; hence, vendors face challenging times.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News