Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : SDL, Inc. [Nasdaq: SDLI] -- Ignore unavailable to you. Want to Upgrade?

To: PLeaps who wrote (2546)	8/12/2000 3:41:13 AM
From: pat mudge	Respond to of 3951

I believe they are just assuring themselves of the #1 slot on the components supply list. Which they no doubt are based on their lead in the industry. From the 8-8 Cowen report on NT: Optical is the largest business segment and continues to grow as a percent of total revenue Optical – The optical market is showing tremendous growth, with worldwide sales of optical transmission equipment expected to reach nearly $25B in 2000, and grow 45% to $37B in 2001 (Dell’Oro, 2000). In the faster growing DWDM segment, Nortel leads with a 46% share (Q1:00), followed by Lucent (26%), Ciena (11%), and Alcatel (9%). In SONET/SDH, Nortel leads with a 33% share, followed by Fujitsu (17.3%) and Lucent (16.8%). We believe that Nortel’s product mix is roughly 60% SONET/SDH and 40% DWDM. Nortel is clearly the leader in this space, with nearly two dozen contract wins this year, several multi-billion dollar acquisitions, and multiple capacity expansions underway. Recently, the company announced that it would spend $1.9B to increase capacity for component production by 3.5 times and systems production by 2.5 times. As a result, the company expects to double its global Optical Internet production capacity over the next 18 months. Revenues for the optical business are expected to surpass $10B this year (37% of total revenue) and we are estimating revenues of $18.7B (+72% Y/Y and 47% of total revenue) for 2001. By outgrowing its competitors, Nortel is gaining market share in the most attractive segment of the telecom equipment market.

To: PLeaps who wrote (2546)	8/12/2000 4:18:06 AM
From: pat mudge	Respond to of 3951

Tycom (the former Tyco Submarine systems)announces win: msnbc.com <<< TyCom lands $171-million contract for Australia-Japan system 8/11/2000 NEC Corp. (Tokyo, Japan) has awarded TyCom Ltd. (Pembroke, Bermuda) a contract worth $171 million to provide undersea cable and optical amplifiers as part of the Australia-Japan Submarine Cable System (AJC). AJC will connect Australia, Guam, and Japan, and have a total length of 12,000 km. TyCom will provide undersea cable for the entire system, and optical amplifiers for the Australia to Guam segments. Initial construction and cable survey work has already begun, and the system is expected to be operational in the third quarter of 2001. AJC will provide up to 640 Gbit/s of undersea capacity to a shareholder group of international carriers consisting of Telstra, Japan Telecom, NTT Com, AT&T/BT Concert, Teleglobe, and MCI WorldCom. This capacity is more than 500 times as great as currently available between Australia and Japan. >>> Good article on Ciena's and Tellium's switch plans: eetimes.com