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Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: Kenneth E. Phillipps who wrote (5903)	5/21/2000 4:43:00 PM
From: The Phoenix	Respond to of 14638

Thanks... Do you know what is unique about NT's Management system.. that is.. what is it that would keep other vendors from penetrating this market. Tunable lasers are nice... but will be commoditized as well so that is a short term advantage. OG

To: Kenneth E. Phillipps who wrote (5903)	5/21/2000 4:44:00 PM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 14638

Gary, Here it is: Message 13088962 Nortel Networks' Optoelectronics Components Drive Leadership in Optical Internet Solutions New Advances in Automation, Next-Generation Components Underpin High-Performance Optical Internet Updated 9:15 AM ET March 7, 2000 BALTIMORE, March 7 /PRNewswire/ - Nortel Networks (NYSE/TSE:NT) today reinforced its global leadership in Optical Internet solutions with the announcement of four major innovations in optoelectronic components. These innovations strengthen Nortel Networks' position as one of the world's leading producers of optical components. The company's development of high-end, intelligent lasers, amplifiers, and receivers- with unprecedented automation of optical component manufacturing- will continue to set the standard for value delivery into Optical Internet systems. Nortel Networks' components business currently has an annual revenue run rate of more than US$1 billion. The company is targeting substantial growth in the optoelectronics business this year. "A key factor in Nortel Networks' global competitive advantage is that our optical component product portfolio is based upon many key, proprietary technologies our competition cannot match," said Don Smith, president, of Optical Internet, Nortel Networks. "Our competitive advantage in 10 gigabit systems is due, in part, to our leadership in components. This announcement widens our lead on the rest of the industry." In November 1999 and February 2000, Nortel Networks announced combined optical investments of US$660 million, much of which will add to the company's components capabilities. As a result, Nortel Networks is automating its components manufacturing end-to-end, a significant step in the company's ongoing strategy to further increase optical component production. The innovations announced today include: - Wavelength Tunability - This innovation puts Nortel Networks at the forefront of tunable laser technology. With this technology, Nortel Networks can today produce a 20-channel tunable laser with a 50GHz grid. Tunable lasers greatly simplify the production of Optical Internet solutions, allowing enormous benefits in costs and flexibilityin production. A future evolution of this technology will include integration of the tunable laser and GaAs-modulator. This product offfers an evolution path to 40Gbs and beyond. - Meteor Multiwavelength Gain Module (MGM) - This is believed to be the world's first semi-custom family of wavelength division multiplexing (WDM) amplifiers. The MGM is engineered to give the lower cost and faster time-to-market benefits of a standard volume product, together with the performance benefits of a customized solution. - Integrated Laser Modulator - The modulator includes Mach Zehnder transmitters, and offers a high level of integration - combining a laser, splitter, external modulator, wavelength locker, and variable optical attenuator in one package - to reduce footprint, improve manufacturing, and cut overall costs. - Integrated Receivers - Nortel Networks recently extended its leadership with the introduction of the 10Gbs APD-Preamp. This new product maximizes performance by co-packaging a high-sensitivity avalanche photo diode (APD) with an established transimpedance amplifier. It also offers extended red band capability, doubling the number of channels. "We are experiencing strong global market pull for 10 gigabit D-WDM components," said John Pittman, managing director, Optoelectronics, Nortel Networks. "In today's market, process automation innovations are just as important as new product technologies, and Nortel Networks leads the market in both." Across the board, Nortel Networks is one of the leading optical components suppliers in the world. Nortel Networks' optoelectronics - 10 gigabits per second transmitters and receivers, 980nm pump modules, and most recently, optical amplifiers - supply most optical network equipment vendors around the globe. Nortel Networks is a global leader in telephony, data, eBusiness, and wireless solutions for the Internet. The Company had 1999 U.S. GAAP revenues of US$21.3 billion and serves carrier, service provider and enterprise customers globally. Today, Nortel Networks is creating a high-performance Internet that is more reliable and faster than ever before. It is redefining the economics and quality of networking and the Internet through Unified Networks that promise a new era of collaboration, communications and commerce. Visit us at www.nortelnetworks.com.

To: Kenneth E. Phillipps who wrote (5903)	5/21/2000 5:31:00 PM
From: James Fulop	Read Replies (1) \| Respond to of 14638

>>When Qwest buys product from Ciena, they stay with Nortel's network management system.<< Just trying to learn here, but are you referring to the overall network management system or just on the optical side? I ask that because if it is the latter, I wonder how the products described below work with Nortel's product at Qwest....Or does Qwest just have a multiple vendor strategy for these types of products? >>CIENA Corporation (NASDAQ: CIEN) today announced that Qwest Communications, the broadband Internet communications company, has signed a comprehensive supply agreement to purchase systems from the CIENA LightWorks? suite of optical networking solutions. The multi-year agreement enables Qwest to purchase CIENA's MultiWave CoreStream? and MultiWave Metro? intelligent optical transport systems as well as CIENA's MultiWave CoreDirector? intelligent optical core switch. Qwest has satisfactorily tested, ordered and deployed CIENA's CoreStream solutions for long-haul optical transport in its core network and CIENA's Metro solutions for optical transport as part of its Qwest Link metropolitan network buildout. "We're turning to CIENA for a set of optical networking solutions that helps add strategic value to our broadband network and services," said Augie Cruciotti, senior vice president of Qwest Link. "As we build our local broadband access networks and the industry's first all-optical, coast-to-coast network, real-world solutions from industry innovators like CIENA will enable us to deliver the advanced optical services that give Qwest customers a competitive edge." CIENA LightWorks CIENA's LightWorks architecture is a comprehensive blueprint for building intelligent optical networks. It extends integrated capabilities in optical transport, core switching and multi-service access technologies through software-driven intelligence embedded throughout the optical layer. CIENA's recently unveiled LightWorks Toolkit? leverages intellectual property in optics, software and ASICs (Application Specific Integrated Circuits) to enable carriers like Qwest to offer dynamic broadband services and handle real-time service provisioning and prioritization. "The role of CIENA's LightWorks architecture is not only to supply network capacity, but more importantly, to build intelligence into the network to turn additional bandwidth into new revenue-producing services," said Gary Smith, CIENA's chief operating officer. "LightWorks solutions offer Qwest important operational and economic advantages. With CIENA's full suite of intelligent optical products as part of its solution, Qwest will be able to deliver and manage the leading-edge broadband services that define its leadership in the marketplace." <snip> Core Switching Features CIENA's MultiWave CoreDirector is the industry's first intelligent optical core switch. CoreDirector's market-leading density, scalability, range of optical interfaces, and software-definable switching granularity, eliminate the need for additional SONET/SDH add/drop multiplexers, digital cross-connects, and optical cross-connects in next-generation network architectures. Embedded, distributed software serves as the intelligent optical network core enabling automated protection and restoration schemes and dynamic information exchange between networked CoreDirectors. In real time, each CoreDirector is able to evaluate the state of the network and select the best path for traffic to travel across the network to its destination.<< ciena.com