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

To: Raymond Duray who wrote (9420)	8/12/2000 12:28:13 PM
From: jghutchison	Respond to of 12623

Hi Ray. Good to see you over here. Thanks for a great article. Two big announcements here: It appears that Tellium has moved from a pure electronic fabric switch to a hybrid with a MEMS component. Nice move if they can get the MEMS to work. The devil is in the details. A functional hybrid would be a truly potent device, with immense scalability needed for high bandwidth, high channel count systems. Capability would not only include wavelength switching, but grooming, and multiplexing. Nice. This looks to me like potential for the kiss of death to XROS. Next move I expect from Agilent. What's cooking, guys? Regarding Ciena's EdgeDirector, it appears to me that the ED has officially morphed into the CoreDirector CI, an edge access product with both DWDM and SONET capabilities. That investment and talent have not gone to waste. We will find out more on the cc next week. Stay tuned. Nice move Ciena! Jack Hutchison

To: Raymond Duray who wrote (9420)	8/13/2000 12:06:27 AM
From: Tim Bagwell	Read Replies (1) \| Respond to of 12623

Raymond, Thanks for the info on Opticon. Sorry but I don't have any special knowledge regarding the software used by Avici or their interoperability. The only interoperability actually demonstrated at the show was with Tellium and possibly Qtera (they had boxes from a few router vendors). However, I seem to recall that even CSCO has had some problems with their OS in recent months even to the point of shutting down some of their routers. As I recall it had to do with tranfer of large router tables perhaps using BGP. I don't recall the details now so perhaps someone can fill me in. Any such problem is likely to be a major headache for Juniper or Avici since the redesign of ASIC's takes many man-months to debug and fab. What are your thoughts on Avici? Any comments on the stock action? Regards, Tim