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

To: James Fulop who wrote (7881)	12/25/1999 10:20:00 PM
From: buckhead26	Read Replies (1) \| Respond to of 12623

Recently I subscribed to the Gilder Report, and CIEN is on his "telecosm" picks. He was 'early' on selecting QCOM, JDS Fitel (now JDSU), and others. This is what his Oct 11 mo report said about CIEN. Ciena's Core Competence Better positioned for the transition to an optical future is the pioneer of WDM, Ciena. Cerent features one box, one buy, one time as a major advantage, while Ciena supplies two boxes, one optimized for the core and one for the edge. Developed by Ciena's Omnia acquisition, EdgeDirector performs most of the functions of the Cerent 454, and is roughly the same size. CoreDirector, out of Lightera, acquired in March, electronically functions as an optical cross connect and add/drop multiplexer, supporting a wide range of transmission speeds. An important step toward the all-optical network, it shifts protection from SONET to the optical layer, in efficient meshes as well as rings, and will facilitate real-time provisioning of bandwidth. CoreDirector is an aggressive product from a strengthening company that has never turned from the light. Unfortunately, Ciena is already a Telecosm company so we can't put it on the list again, but we would. God made photons for communication and barbed wire for electronics guys to show off with. Gigabit over barbed wire is a wow. But like all wire its place is on the fringes of the network. The message of the millennium is that Cisco and Interop are becoming edge cities. The basic concluion is that fiber optic based routing/switching (at higher and higher levels of the TCP-IP protocol) will dominate, and electronic routing/switching (such as Cisco) will be on the "edge" of the network. Cisco knows this, thus their fiberoptic acquisitions. CIEN SYCM and others will lead this revolution. Hope I didn't bore. buck