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


To: James Fulop who wrote (7958)2/10/2000 2:05:00 PM
From: ronin  Respond to of 12623
 
perhaps I should have said an "unemployed samurai"



To: James Fulop who wrote (7958)2/10/2000 9:25:00 PM
From: James Fulop  Respond to of 12623
 
>>Emerging market
Optical Networks' rivals are also sure that there is a metro DWDM business available. "The market is hitting us full-scale at this point," says Steffen Koehler, product marketing manager for Ciena's metro DWDM equipment. The North American market is just now starting to ramp up, about a year later than expected, he says. European deployments are also emerging this year, in line with previous forecasts, he adds.
Although an array of start-ups and most of the traditional telecom equipment manufacturers have metro DWDM systems in various stage of development, Koehler observes that, "if you are someone that has to do real carrier-class networking today, basically, you have two choices," referring to Ciena and Nortel products. He cites one request for proposal in the third quarter of last year that essentially stated that the first product available in volume gets the business. Koehler concludes that product available now in volume have a significant advantage over those in development.

In addition to having a mature product line, Koehler notes that incumbent suppliers have two other advantages over start-ups. One is established international service and support for the products, and the other is the ability to offer product lines that are complementary to metro DWDM, such as core switches and optical access products. Ciena gleaned these products through the acquisition of Lightera and Omnia.<<

"Heralding "Execution Mode," Optical Networks Charges into Metro Optical Transport Space"

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