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

To: Stephen L who wrote (9354)	7/13/2000 11:02:32 AM
From: Steve Warkentin	Read Replies (2) \| Respond to of 12623

How much of a threat is Sycamore(STM1) to CIEN?...thanks

To: Stephen L who wrote (9354)	7/13/2000 1:21:21 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 12623

Stephen, I don't have such an article focusing on those particular parameters, per se, although there are some excellent full length write-ups on individual plays, in the form or extended interviews by Gordon Cook. In recent months he's interviewed the lead technologists at SCMR, JNPR, AKAM, ABOV, Nextlink, and a number of NAPs who are in the process of selecting optical engines. In each case discussions boil down to the attributes you are looking for with regard to system architecture and configuration philosophy. While those may appear to be vendor specific on the surface, they invariably lead into discussions comparing one vendor's philosophical approaches to others (who are not the main focus of the interview). For example, this month Cook examines Sycamore. What is revealed is that SCMR places intelligence deep into every network element so that each node is "aware" of those attached directly to it, and those which lie both upstream and downstream of it. Routing, in this case, is one done by the network itself, independent of manual configuration and tuning, or other forms of intervention. It also goes on to describe how they adapt to MPLS rules. In contrast, Corvis appears to be dependent on a centralized intelligence model, much like SS7 is to the PSTN. I could be wrong on this last point, and I'm still looking for greater clarification on it. Other areas where you might want to do a search lie in the interoperability fora, such as the OIF, ODSI and a couple of newer ones whose acronyms slip my mind just now. But they are geared towards allowing any-to-any handoffs between vendors' wares for the purpose of facilitating, for example, a model for future bandwidth commodities trading. Try doing a search at CMP (techweb.com) or data.com for OIF and ODSI and let us know what you come up with. FAC