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To: jghutchison who wrote (8868)	5/14/2000 9:47:00 AM
From: jghutchison	Read Replies (1) \| Respond to of 12623

Cisco Strategy - Part II JGH Cisco to Acquire Metro DWDM Start-Up Qeyton for $800 Million; Rounds out Optical Networking Portfolio with $10 Billion in Acquisitions 5/12/2000 With $10.35 billion in acquisitions, Cisco Systems Inc. (San Jose, CA) has bought itself a complete optical networking portfolio, concluding with metro dense wavelength division multiplexing (DWDM) start-up Qeyton Systems (Stockholm) for $800 million. For a look at Cisco's strategy, see Optical Networking Space Rocks with $7.4 Billion in Cisco Acquisitions and Cisco to Acquire Pirelli DWDM Unit for $2.15 Billion. Qeyton's proposition can be found in Metro DWDM Startup Emerges from Ericsson Team. Qeyton's metro DWDM technology links carriers' points of presence (POPs) and customer sites with an optical ring and offers service providers increased capacity without needing to add or lease new fiber in the metropolitan areas, according to Cisco. Cisco plans to integrate Qeyton's technology with Cisco's Optical Networking Solutions (ONS) 15000 family of products, and make Qeyton part of Cisco's optical networking group, within the service provider line of business. Qeyton Systems was founded in 1998. The 52 employees located in Stockholm will continue to operate in Stockholm and will be led by Claes Rickeby, the current CEO of Qeyton, and will report to Geraint Anderson, vice president and general manager of Cisco's Photonics Business Unit.

To: jghutchison who wrote (8868)	5/14/2000 10:33:00 AM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 12623

Weingarten observes, noting that initial metro DWDM efforts from Ciena Corp. (Linthicum, MD), Lucent, and Nortel (via Cambrian) are not catching on and are subsequently leaving open an underestimated opportunity. Nortel's metro DWDM not catching on? What about Metromedia Fiber awarding contract for metro DWDM to Nortel? Oh, I see the article was written In August of 99. Nortel appears to be two years ahead of Cisco in metro DWDM.