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To: Sector Investor who wrote (17345)	12/7/1999 4:23:00 PM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

hey...i'll be happy to see more routers from JNPR...that means more New Access products placed on top!<g> you don't think JNPR has a board member on NA for nothing, do you? as for the timing of the OA ipo, i somewhat agree with Pat's assessment of the bankers calling the shots... however, i'd say they're more than likely "directing" but not calling the shots. i hope Noam takes their "direction" with a grain of salt, as they will do what's in their best interests and not necessarily the shareholders. i've seen some ipo's rushed to market just so the fee can get booked instead of properly timed for everyone's benefit. also, there's a small tech stock in atlanta that's going public in the beginning of the year with only about a $60M market cap. H&Q, AND SoundView (along with others) are involved. sure hope management is savvy enough to pull together some good tech firms.... greg

To: Sector Investor who wrote (17345)	12/7/1999 9:34:00 PM
From: signist	Read Replies (1) \| Respond to of 42804

Optics Explode The next wave of optical network equipment promises to take the technology into the last mile Sam Masud, Senior Technology Editor There's a bandwidth glut; there's a bandwidth drought; there's a bandwidth glut. Depending on when you ask the question, all of these statements are true. Dense wavelength division multiplexing (DWDM) is pumping up the capacity of the long-haul network while Gigabit Ethernet is firmly ensconced in the enterprise LAN. And the LAN is about to get a major boost: Work is underway to release the first draft of a 10-Gbps Ethernet specification next September and to have a completed standard by March 2002. Although the year 2005 is still distant, 3Com predicts that more than one million 10-Gbps Ethernets will have been shipped by then. But voice-centric SONET rings, which are expensive to scale, dominate the metropolitan and access networks that act as the bridge between the enterprise customer and long-distance service provider. “There are places you could get an OC-3 turned up in a few hours and there are places you couldn't get it in six months,” said Mike O'Dell, UUNet's vice president and chief scientist, expressing the frustration of many service providers. “It annoys everyone, most of all our sales guys, because we have installation service level agreements (SLAs) that give customers free money if we don't hit deadlines. But you can push things only so far.” More telecommagazine.com