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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: mtnlady who wrote (21487)	3/27/2000 1:07:00 AM
From: JustLearning	Read Replies (3) \| Respond to of 54805

Mtnlady, It maybe from Cisco's recent acquisition of Cerent. Here is the URL from the Cerent product page: cerent.com. It describes support for OC192. Another source is from the now famous Gilder article from Forbes: "A Death Foretold". Here is a link to the article: forbes.com. The relevant portion from Gilder article: "However, the Cerent 454 (now known as Cisco ONS 15454), the company's sole product, is a SONET box. Admittedly it is the most stupendously efficient, versatile, diminutive, and altogether wonderful SONET box ever, at half the price of last year's boxes. Bit rates can also be swiftly and cheaply upgraded. And it incorporates post-SONET capabilities. Not surprisingly, the 454 was highly successful at attracting customers; more than 100 signed up in less than nine months, for a projected annualized run rate of $100 million before its first birthday. Among the eager buyers were Williams Communications, Frontier Technologies, Qwest Communications, and Nextlink." It seems that Cerent (and now Cisco) has a competitive Sonet product which support OC-192, and has some big customers. But Gilder also predicts that Sonet will start dying by 2001 <gg>.