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Technology Stocks : Agilent Technologies (A) -- Ignore unavailable to you. Want to Upgrade?

To: buckhead26 who wrote (172)3/7/2000 10:16:00 AM
From: MCF  Read Replies (2) | Respond to of 620
 
Hi buckhead26,
Not really sure about the mirror thing for fibre through the switch.Isn't that what Juniper Networks is doing? However, there are multiple terabit router entries of late. This is going to great for bandwidth relief,but will quickly turn out to be a price/value war which would indicate lower margins long term.ETEK,JDSU and MRVC all provide silicon that complements a fibre based switch.The race will be who gets to OC192(8Gbps) first.They can probably get a premium,it's a specialty, that perhaps the terabit router OEM's will have to eat.It might be interesting to examine which component provider JNPR uses.I suspect there will also be a lot of new entries into single chip implementations for OC48 & OC192.The bandwidth bubble will quickly get pricked. Just hope I have enough equity built up before that happens,so I can ride it out.:)
Surf@60



To: buckhead26 who wrote (172)3/8/2000 3:01:00 PM
From: Henk Wondergem  Respond to of 620
 
Great timing Buckhead.
Agilent seems to handle the setback remarkably well.
Just before I read your post, I saw a buy order for JDSU was filled.
Should have read your post first, I like companies with stock that go up when market is down, especially if they are in fibre.

Keep us posted on entry points for this stock.
Knowing what LU will do is also interesting, it is hard to believe that they would allow NT to gain the lead.

henk


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