More articles on the sea-change over to data networks:
nytimes.com
Relevant to CIEN/TLAB:
But the impulse to form new data networking alliances is not Cisco's alone.
Last week, the data-switch maker Tellabs announced plans to acquire the
Ciena Corporation, a highflying supplier of a new technology that vastly
expands the capacity of fiber backbones, for $7.5 billion. And a day later,
another digital switch maker, DSC Communications, agreed to be acquired for
$4.4 billion in stock by Alcatel Alsthom of France -- a telecommunications
equipment giant that wants to expand its American presence.
So Cisco may find it harder to steamroll the competition. Last week, when
Sprint announced plans for its national network to evolve from circuit switching
to packet switching, attention centered on the fact that the key new equipment
for chopping voice, video and other data into fixed-size packets would come
from Cisco, and not from a telecommunications vendor like Lucent. |
