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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Kent Rattey who wrote (825)	8/21/1999 7:38:00 AM
From: Glenn McDougall	Respond to of 24042

Metromedia Recruits Nortel for Integrated Offering 8/12/99 By Erik Kreifeldt Fiber Optics on line To provide an integrated fiber and transmission equipment offering to customers, dark fiber purveyor Metromedia Fiber Network (White Plains, NY) is partnering with equipment giant Nortel Networks (Brampton, ON). Despite its relationship with an equipment vendor, Metromedia is not abandoning its pure dark fiber business plan, says Nick Tanzi, senior VP of sales and marketing. "What we're doing here is an extension of our dark fiber business," Tanzi asserts. "With Nortel, we're providing an integrated offering." Metromedia will offer its customers an integrated package of fiber, DWDM, and SONET gear. Instead of going to two vendors, customers can stop once at the Metromedia shop for both Metromedia's fiber plant and Nortel's network equipment, integration, and management expertise. Shedding light on dark fiber "What we're trying to do is take our dark fiber business model and make it easy for every customer to enjoy the benefits, irrespective of their ability or technology available to deploy their own network," Tanzi says. While Metromedia built its business around customers that have the wherewithal to assemble an optical network from dark fiber, Metromedia found that many would-be dark fiber customers don't have the network integration expertise or desire to acquire the competency. "This was really driven by demand. A set of our customers was saying, 'we'd buy a lot more [dark fiber] if someone could provide some of the integration," Tanzi continues. "We've selected Nortel as the platform to provide this integration. As a function of the relationship, we'll buy Nortel equipment." Metromedia based its vendor choice on strong technology and support services more than favorable pricing, he adds. No wavelength services Mention wholesale bandwidth and DWDM in the same breath, and fiber industry watchers immediately think of wavelength services, or the selling of DWDM channels instead of SONET circuits or dark fiber. The quest for flexible provisioning of DWDM channels for these services is a Holy Grail of sorts in the fiber space. But Tanzi says Metromedia wants nothing to do with it. "We are building private networks for our customers. We are not a common carrier," Tanzi asserts. "We're not in the business of charging per bit." Partnering with Nortel saves Metromedia customers the trouble of finding a network integrator, yet preserves the fixed cost of Metromedia's offering, he continues. "We're building dark fiber networks for our customers. We're sticking with that model," Tanzi concludes. "We're selling the cow, not the milk." Free milk, profitable cows Metromedia is also making sure it has plenty of cows. Rather than see demand for the number of fibers decline while the capacity deployed on each fiber goes up, the company has seen demand for fibers go up. Customers are deploying new generations of transmission equipment and keeping fibers in reserve for the next generation of technology, Tanzi reports. Similarly, Metromedia installs fiber counts and extra conduit in line with serving every customer in the area with individual fibers.

To: Kent Rattey who wrote (825)	8/21/1999 8:01:00 AM
From: Glenn McDougall	Read Replies (1) \| Respond to of 24042

Kent, the chart I tend to watch is listed below. finance.yahoo.com What I like is the 50 / 200 day moving average. I have noticed that over the last 3 months we have hit the 50 day moving average 4 times. Each and every time we bounce up thus this must be a very strong support level. Another interesting comparison is to do charts comparing JDSU to SDLI and ETEK. 3 month and 3 year charts show JDS(U)'s lead in share price growth over that period of time while a one year chart shows SDLI growing faster that the other two. Regards Glenn