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Technology Stocks : PMC-Sierra (PMCS) -- Ignore unavailable to you. Want to Upgrade?

To: Taro who wrote (2681)	8/26/1999 2:18:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 3818

Picked this up from bulldozer, a guru on the JDSU thread, re: CSCO acquisitions: Monterey is more of a candidate as a customer of JDSU than Cerent at this point. Monterey is an optical switching and transport system for the interconnections of DWDM long-haul routes. As such, both input and output ports use source lasers, receivers, probably modulators, wavelockers etc. and internally, looks like Monterey uses a proprietary 1310 laser developed by them and a partner. For the output, they use 1310 and 1550. They claim the switch fabric can be electrical or optical, although my bet is its certainly electrical at this point. Monterey is a core solution, so thus much more apt to deal with JDS. Cerent is probably more of a VTSS, PMCS or AMCC customer (although Monterey must need TIA's to help convert the photons into electrons). They play more at the edge - mux/demux and cross connect. Basically collapsing the boxes from a Nortel, Alcatel or Tellabs into one element. Its also bit rate and because of all the cards, somewhat protocol independent. Perhaps as dwm permeates the metro area, Cerent may be more of a potential customer. (although, who knows, there certainly could be some architectual aspect that requires JDS components that I'm missing). Message 11077378