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

To: Raymond Duray who wrote (9432)	8/14/2000 2:49:04 PM
From: James Fulop	Read Replies (2) \| Respond to of 12623

>>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?<< Apologies for jumping in here, but since I have done a bit of digging in this area, I'll give my two cents. Jack has already posted a while back that Ciena relies a good bit on in-house ASIC development so I will let him give you the details on that. Rather, in the vein of suppliers like AMCC and PMCS, I have found info linking CIEN to both VTSS and MMCN but nothing concrete to AMCC and PMCS. (But if anyone has any info to back up AMCC and/or PMCS being supplier/s to Ciena, I would greatly appreciate it being posted...) For VTSS: >>Vitesse Semiconductor Corp. (Nasdaq:VTSS - news) and Infineon Technologies Fiber Optic Division, today jointly announced the introduction of a complete OC-192 fiber optic link for Very Short Reach (VSR) applications. The solution utilizes Vitesse Semiconductor's VSC7166 16x12 OC-192 converter integrated circuit together with Infineon Technologies' PAROLI® parallel optic modules. The link meets the specifications for a VSR data transmission scheme proposed by Cisco Systems in the Optical Internetworking Forum (OIF). The proposal is gaining acceptance in the networking systems community with adoption by such networking industry leaders as CIENA Corp. and Juniper Networks Inc.<< biz.yahoo.com And MMCN: >>In the optical market, Ebringer said MMC has struck deals with Cien<< yahoo.cnet.com. And additional color on MMCN's optical processors: fiberopticsonline.com{78F73FC8-0DE4-11D4-8C34-009027DE0829}&Bucket=HomeLatestHeadlines

To: Raymond Duray who wrote (9432)	8/14/2000 3:33:34 PM
From: jghutchison	Read Replies (2) \| Respond to of 12623

Ray, 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. With the immense capacity of the MEMS device, the obvious solution is to build in redundancy. Since the device is mechanical, and the mirrors move relatively slow (~50 milliseconds or less) vs the packet switch rate which is several orders of magnitude faster, I envision the autoprovisiong to be a non-trivial task so as to maintain QoS. 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. Thanks for the link. I'll check it out. 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? I don't know that Ciena's ASIC supplier(s) have been disclosed. I would not be surprised to see one of the above, or possibly VTSS, TQNT, or BRCM. I understand that BRCM is now shipping 40G chipsets. 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.) I know nothing more than what I've read, which really is not that much. The company seems to be holding its cards close to its chest. The $100 million deal with MIT was an eye opener. What, or who, is Stamford? I was not aware of the LUMM device. I'll check that out as well. Thanks again, Jack