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

To: mact who wrote (8089)	2/18/2000 10:20:00 AM
From: John Plasky	Read Replies (1) \| Respond to of 12623

Corvis was one of my biggest concerns when I bought a while ago. I didnt like seeing the main tech guy leaving. It has been a very rocky ride but finally worth it good luck

To: mact who wrote (8089)	2/18/2000 10:22:00 AM
From: James Fulop	Read Replies (2) \| Respond to of 12623

>>Corvis will start shipping a product this summer that can send an optical signal 2500 miles without regeneration<< I believe there are three companies with a similar product (considered ultra long haul)-Corvis, Qtera (NT) and Ciena (although Ciena's may not be as long in distance.) ciena.com PS It was interesting to hear the Ciena person say that they were not finding the ultra long haul products cannibalizing the normal long haul products in answer to an analyst's question. (At least that is what I thought I heard-I have to go over the call again and make sure this weekend.)

To: mact who wrote (8089)	2/18/2000 10:47:00 AM
From: jghutchison	Read Replies (2) \| Respond to of 12623

Mac, I can't resist adding my two cents. 1. Corvis is a late comer to the party. 2. The best technology doesn't necessarily win out. It's the execution that counts. 3. Ciena already has a comparable product out there, and executes superbly. 4. DWDM long haul is only a part of the equation. Look at the integral. The market is valuing cutting edge technology more than the commodity DWDM. 5. The stampede to get on board is just beginning e.g. (Reference: Bloomberg.com) 2/18 9:25 Ciena Corp. Price Target Raised at Brean Murray Ciena Corp. (CIEN US) was maintained ``buy' by analyst Gina Sockolow at Brean Murray Securities Inc. The price target was raised to $162 from $130. Earnings estimates: Period Previous estimate New estimate per share (USD) FY 2000 0.59 0.57 More... 2/18 8:44 Ciena Corp. Price Target Raised at Salomon Smith Barney Ciena Corp. (CIEN US) was maintained ``buy' by analyst Lissa Bogaty at Salomon Smith Barney. The price target was raised to $140 from $75. More... 2/18 8:33 Ciena Corp. Price Target Raised at Lehman Brothers Ciena Corp. (CIEN US) was maintained ``buy' by analyst Steven D. Levy at Lehman Brothers. The price target was raised to $150 from $110 per share. More... And, finally you saw the post regarding Fidelity Growth Company aqcuiring over 5 million shares. No doubt, Fidelity's other funds are loading up. PBHG Technology & Communications, up about 300% last year, also has a substantial position. The list goes on. What more could a girl ask for? Irrationaly Exuberant, Jack Hutchison

To: mact who wrote (8089)	2/19/2000 2:23:00 AM
From: jack bittner	Read Replies (1) \| Respond to of 12623

the best article i've seen contrasting corvis and qtera's technologies for 2500mi or so without regeneration is by stephen hardy in lightwave: lw.pennwellnet.com (the rest of this url is: 1&KEYWORD=nortel%20) "...primary difference between the way the two companies approach optical networking lies where the restoration functions reside. qtera's revolves around a single platform that can provide terminal multiplexing, optical amplification, add/drop capabilities, and interconnection functionality ... IN ESSENCE, THE DWDM DEVICE HOSTS THE RESTORATION FUNCTIONS. (emphasis mine)" " ... we use the optical-interconnect devices for wavelength provisioning, not for restoration ... this enables very scalable architecture ... you (don't have to) scale the cross-connect on a port by port basis ... the terabit routers are interfaced directly into a survivable photonic platform, AND THOSE ARE THE ONLY TWO NETWORK DEVICES THAT YOU WOULD NEED (emphasis added). and within that context we are providing the survivable photonic transport piece of this puzzle. ... as you make the cost of bandwidth very very low by the elimination of optoelectronic regeneration, the simplest architectures that provide the fastest restoration, such as ... in our case the optical 1+1 schemes ... really economical. and nobody will dispute the performance advantages you get from a simple 1+1 scheme,because all restoration decisions are made locally." " ... corvis favors the use of an optical switch IN THE NETWORK CORE (my emphasis) ... its Corvis Optical Network Gateway, the Corvis add/drop multiplexer and the Corvis Optical Router. the product line is designed to aid in the evolution from a Synchronous Optical Network (SONET) ring architecture to one more conducive to very high speed ... until you get a mesh architecture, a lot of the restoration function is done from the end points, from the terminal sites, similar to ... SONET ... today. ... the restoration will change as the network evolves from path-diverse point to point, to a full mesh network." Qwest is testing both of them, and so far speaks well of both. it seems to me that qtera's architecture is far simpler, with fewer components, and science drives toward simplicity.