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To: Johnny Canuck who wrote (24595)	12/19/1999 9:44:00 PM
From: Johnny Canuck	Respond to of 69345

Good overview of the metro DWDM players: teledotcom.com "The venture capital market alone has sunk an estimated $7 billion to $10 billion over the past 18 months into the companies trying to speed deployment. Cisco Systems Inc. (San Jose, Calif.) dropped nearly $7 billion worth of its stock this past summer on Cerent Corp. (Petaluma, Calif.), a startup. And when Sycamore's share price drove from $38 to as high as $270 on the first day of its initial public offering, many Wall Street analysts proclaimed the beginning of a wave of optical IPOs (see "Sycamore Takes Root," page 44). Established equipment suppliers are also putting forth their particular solutions. Among them are DWDM powerhouses such as Alcatel N.V., Ciena Corp. (Linthicum, Md.), Lucent Technologies Inc., NEC (Tokyo), Nortel Networks Inc. and Fujitsu Network Communications Inc. (Richardson, Texas). For their part, local service providers are content to wait and see, with few agreeing to discuss their future archi- tectures for this article. Still, between 1998 and 2002, growth in the North American optical networking market is expected to come more from local than from long-distance networks, according to research firm Ryan Hankin Kent Inc. (South San Francisco, Calif.). Growth in local spending will rise from zero to more than 11 percent of total spending on optical networking, while long-distance growth will slow from 28 percent to just under 4 percent (see "Small Swells"). The total North American market is expected to reach $3 billion in 2002." "There's a lot of talk in the market about so-called "metro DWDM." This implies replacing Sonet/SDH add/drop multiplexers (ADMs) with lighter-weight versions of the long-haul DWDM transmission systems and then somehow mapping protocols, such as the Internet protocol (IP) and asynchronous transfer mode (ATM), directly to the wavelengths that such devices produce. To many, this all-optical approach represents nirvana, the ultimate destination. But the reality is that it is a strategy of replacement, not evolution, and a prohibitively expensive one at that. Current DWDM configurations like this may not be ready to handle the diverse requirements of metro-area traffic, either. Local networks have much shorter distances between nodes and a lot more "hop on, hop off" traffic than long-distance networks. A home for the all-optical approach does exist today, but it's in point-to-point long-haul and regional networks, say service provider technologists. Enron Communications Inc. (Portland, Ore.) is one national network operator deploying its PureIP fiber optic backbone by linking switch routers directly to its DWDM transmission systems. For now, most local service providers aren't buying; in fact, many of the new optical products intended for the local market aren't yet ready for sale. Still, many carriers are evaluating this remarkably diverse range of options under development." " In existing metropolitan fiber optic rings, the spans between nodes are usually less than 20 kilometers (12.5 miles). These nodes typically consist of add/drop time-division multiplexers (TDMs), digital cross-connects and management paraphernalia. DWDM gear, like Sonet/SDH gear, could possibly be positioned at these nodes, distributing traffic over multiple wavelengths rather than sending it over a single wavelength in multiple time slots, as prescribed by today's dominant TDM architectures. This would increase the existing rings' capacity much the same way that DWDM has bolstered long-haul segments." "Time is an issue. The consensus is that it takes six months or more for a carrier to build out a ring from its central office (CO) when a customer demands an OC-12 (622 Mbit/s) or higher-speed interface. Thus the push to apply internetworking principles to wavelengths, which would allow faster, centralized provisioning and more service flexibility. Others maintain that the real problem isn't capacity at all but rather getting customers high-speed access to the already existing fiber."

To: Johnny Canuck who wrote (24595)	12/19/1999 9:52:00 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 69345

Tellabs' undervalued stock calls for buying, analyst says Investment Last Updated: Dec. 18, 1999 jsonline.com

To: Johnny Canuck who wrote (24595)	12/19/1999 9:54:00 PM
From: d. alexander	Read Replies (1) \| Respond to of 69345

the stock market remains a place where the have-nots vastly outnumber the haves. Stocks dipping to new lows dominate those reaching new highs. And while the NASDAQ composite closed on Friday at a record high, up 71.16 percent in 1999, 84.8 percent of NASDAQ stocks are down 10 percent or more from their highs of the year Harry; just wondering if every day for the next 5 days you checked the stats, would that figure remain constant (of course not) & if it remained constant (or not) would it be the same stocks in the 84.8%. I don't know the answers, but I think there is a fallacy in taking a static fix on something so dynamic. The reason for taking the fix seems to be just to say over & over again some variation on the haves & have-nots because that's the buzz going 'round. Was anyone saying this on October 18? when the Nazdaq was by no means up 71.16% for the year? Not suggesting it's not to be alarmed about - but really wish there might be some consistency to the alarrums. Then it was probably Nasdaq having a terrible year, incipient bear market a certainty. Etc. I wonder if I may ask what version of TC2000 you are using? Dorothy