Ciena (CIEN) Message Board

STOCKTALK

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 : Ciena (CIEN)

CIEN 199.26

-1.1%

Nov 7 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Zakrosian who wrote (1507)	2/24/1998 1:32:00 PM
From: craig crawford	Read Replies (3) of 12623

<< 1) Is CIEN's product essentially the fiber optic counterpart to that of PAIR and ADTN? >> I wouldn't know how to compare WDM to xDSL because xDSL bores me so I have never researched it thoroughly. I can tell you that I think xDSL is a band-aid for copper which is the past and fiber is the future. Therefore I consider WDM to be a better technology to place my bets on. << 2)About how large is the potential marketplace for DVDM? The reliance on a relatively small number of customers is obviously a concern for investors. Is it likely the possible customer base will grow in the future? >> Billions now, over 10 billion in a few years. Yes, WDM is migrating it's way through all layers of the network so there will be many customers in the future. << 3)Is there an upper limit to the number of channels into which a fiber can be split? >> Channels are limited by how close you can space them together. Advances in optics and lasers keep raising the amount of channels that can be sent down fiber. It's not totally unlike semiconductors. Advances are being made to put more transistors on a sliver of silicon the same way advances in technology are allowing WDM companies to cram more channels down a span of fiber. Of course you can do a lot in a lab but that doesn't mean you can do it economically and in mass-quantity. << 4)Does scalability mean that a customer can buy a 16 channel product now and upgrade it later without major difficulty? >> That's what I would take it to mean. << 5)How long does it take to install a system once it's been purchased? and finally, >> I'm not sure, I don't do that for a living! I do know that telecom companies spend a long time testing the products before they will put them in their networks. Millions of phone calls, internet traffic and billions of dollars in revenue depend on their networks working well so they don't make decisions lightly. It's even more critical than other networking equipment. People expect to pick up their phone and have it work all the time. << 6)Can DVDM products from different suppliers be easily combined? >> It's a "W" not a "V"--DWDM. I don't quite understand what you mean by "combined". AT&T has already said that they plan on using two different vendors WDM in their network. They all operate based on a set of standards. << Again, my apologies if these questions reflect a hopeless degree of ignorance, but I am very challenged technologically, and I would have no idea how to go about researching these issues. >> If anyone is technically challenged it is me. As for researching WDM it sounds like you are lazy. Have you ever tried going to Yahoo or some other search engine and tried typing in "WDM"? There are hundreds of links that will show up. Just go through them one by one. That's what I did, and I've only scratched the surface.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next