Optical Communication Products Inc - OCPI Message Board

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Technology Stocks : Optical Communication Products Inc - OCPI

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To: greedsgd_2000 who wrote (121)	3/19/2002 10:42:02 PM
From: D. K. G.	Read Replies (1) of 131

FWIW....http://www.lightreading.com/document.asp?site=lightreading&doc_id=13196 <<RBOCs, these carriers don’t seem to be very interested in metro-area DWDM. Merrill Lynch's Leopold says that it comes down to economics -- that these carriers have not yet found a compelling enough reason to start deploying DWDM in the metro. In fact he says the market is only expected to generate $700 million in revenues this year. Overall spending in the metro is expected to be $10.9 billion for the year, with Sonet still dominating the mix. “Our read on the space is that DWDM in the metro only makes sense in certain networks where there is a variety of traffic types,” he says. “It’s a niche application, and not every location is going to be able to justify the business case for it.” Ed Kennedy, senior vice president of the metro networking group at Tellabs Inc. (Nasdaq: TLAB - message board; Frankfurt: BTLA), also says that he doesn’t see much demand for metro DWDM yet. Tellabs, which has a long history of selling to incumbent carriers, has the Tellabs 7100 (formerly called the Titan 6100) that competes with ONI’s products in the metro. “The DWDM market will be rough for a while, because there are several other ways to address the problem with other solutions,” he says. “We’re seeing some demand for the 7100, but let’s just say it isn’t selling like gangbusters.” >>> -----

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