Tim, here's a discussion from briefing.com. I've just pasted a comment rather than the whole article. I thought it was interesting to mention Metro DWDM, but not mention the people making it. If I understand this correctly, Uniphase is a component supplier who'll benefit from a wide variety of DWDM offerings? Again, it looks like HLIT is faced with stiff competition, but it's hard to know as this market is not very clearly defined for me. Of course, these analysts don't mention anything that they don't have a vested interest in promoting, which could be why rarely mention HLIT.
Regards,
Mark
Briefing: What are the applications and the underlying technologies that will drive the networking market in 1999 and who are the leaders in those respective areas?
Seth Spalding: There are four major applications of importance in 1999 and going forward. Gateway Applications: again, this is the marriage of the circuit world and the packet world. Cicso (CSCO) and Nortel (NT) are currently the dominant players. Cable Telephony: using the cable infrastructure for voice. ANTEC Corporation (ANTC) is the strongest player in this market at the moment. Down the road, I think that Terayon Communication Sys (TERN) and Com21 (CMTO) will be well positioned in the cable telephony space. Metro DWDM: this is a growth area that requires that the equipment be much cheaper than existing DWDM gear in long-distance networks. Uniphase Corp (UNPH) stands to benefit from the growth because while they don't make DWDM, they are a significant supplier to companies manufacturing the equipment. Broadband Wireless: this technology allows CLECs (MCI/Worldcom, WinStar, Teligent, Williams , etc) to bypass the local loop and not have to lease facilities from the BOCs. The players in this area include, P-COM (PCMS), Nortel (NT), and Stanford Telecom (STII), and California Microwave (CMIC). These companies stand to benefit from an international buildout as well.
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