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

To: jghutchison who wrote (9431)	8/14/2000 2:26:23 PM
From: Raymond Duray	Read Replies (2) \| Respond to of 12623

Hi Jack, Sounds like we read some of the same reportage and technical data. :)) For those who are unfamiliar with it, lightreading.com is an excellent source of up-to-date information on developments in this fascinating area. I am planning on attending the NFOEC conference in Denver at the end of the month. nfoec.com I am wondering if any others here have similar plans? Re: MEMS mechanical failure - Perhaps some of this will be addressed by autoprovisioning on failure through intelligent electronics and software. Jack, it is not perhaps. This is already being addressed by LuLU among others. Re: I see the MEMS approach and the hybrid MEMS/electronic fabric switch as second generation optical switch gear. Yes, I don't think you'll find a lot of disagreement with that statement. A solid state solution is the ideal that shops like Lighwave Microsystems: lightwavemicro.com are hoping to create. While at that site, pay particular attention to this page: lightwavemicro.com which contains a wealth of information on AWGs among other devices. This is a company to watch, IMO. Re: Ciena has an outstanding first-to-market product that is based on ASIC chips capable of 40 G, with great scalability, Jack, as I have an interest in the ASIC manufacturers as well, I'm wondering if you can ID some of the suppliers to CIEN here? AMCC? PMCS? others? Re: The Nanovation switch appears to offer promise as a third generation product. Within the past month, the BoD at Nanovation removed the CEO. My guess was that his megalomania was getting out of hand. In view of the questionable links to Stamford and the failure of the company to demonstrate workable solution on their milestone projections, I'm not at all convinced of this story. Have you heard more than rumors as to what this organization is actually up to? I see a LUMM look alike here. (Of course, I also was not at all convinced that LPTHA was for real until contracts from real customers started showing up in the record.) Best, Ray