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Technology Stocks : Ciena (CIEN) -- Ignore unavailable to you. Want to Upgrade?

To: James Fulop who wrote (7737)	11/5/1999 5:43:00 AM
From: James Fulop	Read Replies (1) \| Respond to of 12623

One more aspect to this release... it seems to me that perhaps some market participants may look upon this Lightera product as one possible OS in the optical networking space. We all know what happens to a company's stock if its product becomes the standard in an area of business. I am not for one minute saying that Ciena's will as it is far too early for any contender to be crowned, but I wonder if some buyers are not just buying Ciena (along with Sycamore) as a "lottery ticket hedge".... just a thought... >>CIENA's MultiWave CoreDirector features the networking intelligence of CIENA's LightWorks OS(tm) that will allow Williams to bring on new services faster and realize new revenue more quickly. At the heart of LightWorks OS is the Optical Signaling and Routing Protocol (OSRP(tm)), which enables distributed, dynamic information exchange between networked CoreDirectors. Through the software driven intelligence of OSRP, each CoreDirector is network aware, that is, able to "see" the status of other CoreDirectors, evaluate the state of the network and select the best path for traffic to travel across the network to its destination. For Williams' carrier customers, the benefit of this intelligence is rapid service delivery through real-time service provisioning, thereby allowing Williams to shorten the time to revenue. The networking intelligence of LightWorks OS dramatically eases the carrier's provisioning burden, enabling Williams to grow and manage its network with fewer operations staff. "With its LightWorks OS, CIENA has made it possible for carriers to separate the growth of operations tasks from the growth of network traffic," said George Peabody, managing director of telecommunications research at industry analyst, Aberdeen Group. "With deployment of CIENA's CoreDirector, Williams will be able to scale its network and provision services with limited manual intervention." Peabody continued, "The advantages for Williams are really three-fold: First, Williams benefits from tremendous operational savings associated with not having to hire operational staff at the same pace at which it grows traffic on its network. Second, time-to-revenue is shortened. And third, Williams' customers benefit from real-time service delivery, instead of the weeks, sometimes months, required by other networksolutions." Protection in the Optical Layer To provide its customers with integrated voice and data services, Williams required a scalable switching solution that allowed its network to simultaneously switch and manage multiple traffic types - without sacrificing the protection and reliability afforded by legacy network architectures. "CoreDirector's unique ability to deliver rapid restoral through a mesh-based protection scheme supports our strategy of offering integrated voice and data services to our targeted carrier market," said Floerke of Williams Communications. "Most new network architecture approaches require a service provider to force-fit its network to the capabilities of the vendor's products. With CoreDirector, Williams can optimize its network to specific traffic and service demands," said Aberdeen's Peabody. Through LightWorks OS, CoreDirector supports simultaneous ring, linear line and path-level fast mesh protection, allowing multiple concurrent protection mechanisms including software-defined rings (VLSR(tm)), standards-compliant linear APS protection, and FastMesh(tm) path-level restoration. Lower Cost Per Bit CoreDirector's density, scalability, range of optical interfaces, and software-definable switching granularity, eliminate the need for additional SONET/SDH add/drop multiplexers, digital cross-connects, and optical cross-connects in next-generation network architectures. As a result, carriers like Williams Communications benefit from lower network equipment costs and realize the operational savings associated with managing a simpler network architecture. "CIENA's CoreDirector is the first optical networking solution to deliver the flexibility to scale the network as traffic dictates and to provide unfaltering reliability and protection - all at a lower comparable cost per bit versus that delivered by traditional network architectures," concluded CIENA's Chaddick. <<

To: James Fulop who wrote (7737)	11/5/1999 8:03:00 AM
From: Baldwin	Read Replies (1) \| Respond to of 12623

James, in that Forbes article referenced (page 2 near the end), Nettles says field trials will BEGIN in 2000 with revenue MID-YEAR. The "street's" understanding of this industry is amazing......$10 in 2 days. I'm very happy for all the CIEN longs :-). ""Nettles says the Lightera product, now called CoreDirector, will be in field trials by the beginning of 2000, and the company expects it to start generating revenue by midyear. Ciena's stock rose nearly 17% Wednesday after Williams Communications (nyse: WCG) said it will use CoreDirector if it passes muster." forbes.com