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

To: Stephen L who wrote (9357)	7/13/2000 9:33:33 PM
From: James Fulop	Read Replies (2) \| Respond to of 12623

>>I am not sure how much of a threat SCMR represents.<< I am not sure either, but I did find the following passage from an article recently in Lightreading interesting... >>Out of the four vendors Gill assessed, only Ciena and Sycamore are able to switch STM1s. Cisco and Tellium switch OC-48s (2.5 Gbit/s) channels. In order to use them to offer STM1 connections, 360 networks would have had to use multiplexers, which would have got in the way of having end-to-end management. Cisco is still thinking of its switch as a replacement cross-connect rather than a part of a whole network, according to Gill. “We very quickly realized they weren’t going to take it to an edge to edge solution,” he says. The choice between Ciena and Sycamore was also straightforward. “On hardware, Sycamore is probably about a month behind Ciena,” says Gill. “But in terms of software and functionality, (Sycamore) is well ahead.” In particular, Sycamore already offers management software that enables operators to automate provisioning of connections over optical backbones. Ciena’s equivalent is still under development, according to Gill.<< Full article at: lightreading.com PS This is from one viewpoint, a Sycamore customer's, and I suspect that Ciena's equivalent product is not just "still under development" but actually being tested by select customers..... anyone else have some thoughts on this?