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Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: Kenneth E. Phillipps who wrote (4876)	2/22/2000 3:27:00 PM
From: Bill	Read Replies (3) \| Respond to of 14638

What hogwash! How can you mention fiber optics without mentioning NT? I guess 90% market share in OC-192 is not hot enough for Morgan Stanley.

To: Kenneth E. Phillipps who wrote (4876)	2/22/2000 10:40:00 PM
From: Jules V	Respond to of 14638

This is saying the total optical networking market will only be $14B in 2003. Ciena's market cap is already $16.6B, and they will be only a portion of the market. Sycamore is already worth $24B, etc, etc, for the other hot cos. Could there be a valuation problem here? Also, it says the market will grow from $4B to $14B from 1999 to 2003 -- about 40%/yr So maybe not, but I thought the market might be bigger by 2003 NT is at least diversified.

To: Kenneth E. Phillipps who wrote (4876)	2/23/2000 10:46:00 AM
From: telecomguy	Read Replies (1) \| Respond to of 14638

Kenneth, any comment or opinion on LU's OC-182 kick-off? How will it impact NT's market share? Is LU's platform a major improvement over NT's optics product line? A return volley to Nortel? Attention Business/Technology Editors: Lucent Technologies announces new product that brings 10-gigabit networking directly to local ISP networks Introduces industry's most complete OC-192/STM-64 optical networking portfolio Customers include BT, Beijing Telecommunications Administration, Tele1 of Sweden and UPC of the Netherlands MURRAY HILL, NJ, Feb. 23 /CNW/ - Addressing the high-growth optical networking market, Lucent Technologies (NYSE: LU) today announced the industry's first high-speed optical networking system capable of bringing 10-gigabit (OC-192/STM-64) networking capacity directly to local Internet Service Providers (ISP) networks. This will enable carriers to build local data networks that are four times faster than today - while providing up to 60 percent cost savings. Designed by Bell Labs, Lucent's new WaveStar(TM) DataExpress 10G is optimized to carry IP traffic and enables emerging carriers and ISPs to build highly reliable, local and regional data networks operating at speeds of 10 gigabits per second (Gb/s). That's the equivalent of transmitting a 2 million-page document every second. Metromedia Fiber Network (NASDAQ: MFNX) will be first to test this new system. Lucent also unveiled seven other 10-gigabit networking products today - rounding out the industry's most comprehensive 10G portfolio. Offering an architecture that provides a mix of features and functionality that customers can match to their network size and configuration, Lucent's new WaveStar 10G product line can save carriers up to 40 percent in both space requirements and power consumption. In a separate release issued today, Lucent has provided details of the agreements for these products with BT, Beijing Telecommunications Administration, Tele1 of Sweden, and UPC of the Netherlands. "Lucent is now the only player in the industry capable of delivering an end-to-end 10G networking solution that cuts across IP, ATM and all other networking elements," said Harry Bosco, group president of Lucent's Optical Networking Group. "Our WaveStar DataExpress will push high-speed fiber-optics into ISP networks as we help break through the bottlenecks that slow down the Internet and other data transport." Lucent's WaveStar 10G products employ a single laser that turns on and off 10 billion times per second. The pulses generated by this ultra-fast laser carry voice, data and video traffic across a single wavelength at OC-192/STM-64 rates. OC-192 is the SONET standard used for 10 Gb/s networking in North America. STM-64 is the SDH standard rate used outside North America. Offering an end-to-end 10G Networking solution for customers Among the other seven 10G products that Lucent rolled out today are three versions of a stand-alone optical networking system that will provide 10G networking for long-distance and metro networks. Lucent now offers a two-fiber SONET version, a four-fiber SONET version, and a two-fiber SDH version of this product. The four-fiber system offers an extra level of protection in the event of multiple network failures, while the two-fiber systems offer cost savings for those carriers whose networks do not need this level of protection. The remaining four products are interfaces that bring 10-gigabit capability to Lucent's WaveStar Bandwidth Manager. This will enable customers to not only increase the speed of their networks, but also manage the wavelengths on which the information is traveling. When combined with such flagship Lucent products as the WaveStar OLS 400G, the WaveStar BandWidth Manager, the NX 64000 Terabit Router and the GX-550 ATM Switch, Lucent's 10G products will help deliver a true end-to-end 10G networking solution. And the open architecture of the WaveStar 10G product line will enable customers to deploy Lucent's offerings in multi-vendor networks. "Having a 10G pipe is not enough. Today's carriers need the ability to manage those pipes and link them to other networking elements with which they can communicate," said Dana Cooperson, Director of Optical Networking with analyst firm RHK. "With today's product launch, Lucent is announcing a comprehensive 10G networking solution. By combining the strength of its optical and data networking portfolios, Lucent has the opportunity to change the way customers think about high-speed networking." Lucent already has begun shipping its 10G systems to select customers around the world. Of the eight products announced today, five will be generally available by the end of March. The other three will be available by the end of the summer. Lucent is tripling the manufacturing capacity for its high-speed optical networking systems this quarter, and will double the capacity again next quarter. These increases will play a major role in supporting the company's 10G product roll-out. Building on Bell Labs leadership in optical networking Lucent's Bell Labs has garnered more than 2,000 patents in optical technology alone. In 1998, Lucent was first to announce an 80-channel DWDM system, which can transmit up to 400 Gb/s of information over a single fiber. With approximately 7,000 systems installed worldwide, Lucent is the global leader in DWDM technology. For more information about Lucent's Optical Networking Group, please visit its Web site at lucent-optical.com. Lucent Technologies designs, builds and delivers a wide range of public and private networks, communications systems and software, data networking systems, business telephone systems and microelectronics components. Bell Laboratories is the research and development arm of the company. For more information about Lucent Technologies, visit its Web site at lucent.com. In Canada, Lucent employs 850 people in offices in major centres across Canada. For more information about Lucent Technologies Canada visit its Web site at lucent.ca.