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Technology Stocks : Ciena (CIEN) -- Ignore unavailable to you. Want to Upgrade?

To: jghutchison who wrote (8878)	5/15/2000 10:04:00 AM
From: jghutchison	Read Replies (2) \| Respond to of 12623

The final nail in the coffin of voice switching vs IP. Excerpted from "Ibasis Goes Around the Globe to Trumpet Internet Phoning" - IBD "More circuit-switched telecommunications companies are turning to Internet phone providers to help transmit customers' calls. Internet Protocol telephone revenue is expected to rise to more than $23 billion to 2003 from $1.1 billion in 1998, says International Data Corp." OK. So what does a 20 fold increase in voice traffic over the Internet mean and how does it affect my investments? It means that sales of legacy voice switching equipment will be rapidly lost to Internet Protocol equipment. The obvious implication is you don't want to be invested is in companies that are heavily weighted in the former, and you should direct your investments into the latter. The former are Nortel, Lucent, Ericcson, Alcatel, Tellabs. The latter are Ciena, Juniper Networks, Sycamore Networks, JDS Uniphase, and SDL Inc. Jack Hutchison

To: jghutchison who wrote (8878)	5/15/2000 8:52:00 PM
From: vvargesmd	Respond to of 12623

Jack, From Lightreading "We need to provide a way to switch wavelengths between the metropolitan area and the broadband network," says William Bridges VP of transport engineering for Qwest. "At one-fourth the rack space, [thisproduct] costs less than 25% of a full blown 256-port system. In some cases it's more cost effective to deploy three of these mini CoreDirectors, than to buy a big CoreDirector." Because the CoreDirector CI has all the same grooming capabilities as the the original CoreDirector, it eliminates the need for big costly Sonet multiplexing equipment, which helps service providers reduce equipment costs even further. With these two products, Ciena is positioned well in both large and small deployments, says Clavena of Pioneer. With the optical switching market just opening up, there is plenty of room for competition, but so far no one else has announced a product with the same functionality and size advantages as the CoreDirector CI. lightreading.com The address is for the whole document. Best wishes. VVarges