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Technology Stocks : C-Cube -- Ignore unavailable to you. Want to Upgrade?

To: John Rieman who wrote (48748)	3/5/2000 12:02:00 PM
From: J Fieb	Read Replies (1) \| Respond to of 50808

John, Thanks for sharing your plans with us. Some more buildup for tomorrows Optic conference opening..... RHK sees huge growth in optical components By Julie Rannazzisi, CBS MarketWatch Last Update: 9:47 AM ET Mar 5, 2000 NewsWatch NEW YORK (CBS.MW) -- Telecom research firm RHK said Sunday it expects the worldwide market for optical components to grow from $6.6 billion in 1999 to over $23 billion by 2003. The tremendous growth in this market is being driven by surging demand for speedy transmissions, strong traffic growth and significant advances in price-to-performance ratios, RHK said. The San Francisco-based research firm expects the fastest growth to occur in the terrestrial DWDM segment of the market, which it predicts will expand by over 50 percent per year. Perhaps that explains CIENs recent surges? "All the market segments that RHK analyzed are benefiting from strong growth in traffic, which has surpassed voice traffic in volume," said Jay Liebowitz, director of RHK's Optical Components service. "We will continue to see service providers deploy additional capacity as rapidly as possible through 2003 in an effort to keep pace with demand and competition," Liebowitz added. RHK will present these findings at the Optical Fiber Communications conference, which takes place in Baltimore this week. News from the trade show may boost shares of fiber-optic equipment makers this week. JDS Uniphase (JDSU: news, chart) is expected to introduce a new product at the conference. -------------------------------------------------------------------------------- On DWDM- lightreading.com DWDM Market to Triple -------------------------------------------------------------------------------- The world market for DWDM systems will rocket to $17.90 billion in 2004, from $5.57 billion this year., according to Pioneer Consulting ( pioneerconsultimg.com) Long haul DWDM will still account for the lion?s share of sales - $15.85 billion ?in 2004. But Metro DWDM sales will top $2 billion by then, having doubled this year and next (see chart). DWDM demand is fueled by explosive growth of traffic on Internet backbones, which will outstrip supply for the foreseeable future, according to Scott Clavena, principal analyst at Pioneer. This is because: broadband access deployment is accelerating new entrants in the wholesale bandwidth market are rushing to build backbones e-commerce is attracting unforeseen consumer interest in the Internet North America represented a massive 74 percent of the world DWDM market last year (see table). That?s because: other countries haven?t suffered the same fiber exhaust problems as the U.S distances are generally longer in the U.S., which boosts requirements for expensive optical regeneration equipment. competition pressures have forced US carriers to look harder for ways to cut costs. Sales of DWDM equipment in the rest of the world will pick up by 2004, but North America. will account for more than half of the world market. That?s partly because fiber will continue to be in short supply in the U.S., and partly because there?ll be more demand for optical circuits direct to customers there. The link for the OFC osa.org

To: John Rieman who wrote (48748)	3/5/2000 10:50:00 PM
From: BillyG	Read Replies (2) \| Respond to of 50808

John, it is tough to find deals in the optical area. (Although who knows what a "deal" is?) I bought WCG a month or so ago and it has done well. It may be smarter to buy WMB which owns 86% of WCG. I think it has a bright future. Also bought COVD even though DSL is kind of a crap shoot now.

To: John Rieman who wrote (48748)	3/6/2000 10:50:00 PM
From: .com	Respond to of 50808

Thanks for the feedback John. You sound like you have a well thought out plan. I was actually thinking of paring down some of my CUBE holding, but after reading your plans and rationale and I am reconsidering. It is funny how we broke, and closed, above 100 for the first time today and yet there was no reaction or comment on this thread. Six months ago there would have been 50 posts if we closed above 20. I like these times better than the old times!