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

To: jghutchison who wrote (9435)	8/14/2000 4:40:35 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 12623

Hi Jack, Here's a link to a story just out today on BRCM and its OC-192 offering. Lightreading is skeptical. lightreading.com See especially the prior article: lightreading.com From what I can tell, CIEN will have no use for BRCM's ASICs in the immediate future. James Fulop seems to have a pretty good handle on this "inside the black box" stuff. Re: Nanovation - Stamford is a Canadian shell with significant holdings of Nanovation common, a management that has a checkered past and a financial structure that is typical of convoluted shells. Re: Lumenon - This one is run by a Canadian stock operator who has recently relocated to the Caribbean. Draw your own conclusions. I'm amazed this story has such legs. Salaams, Ray

To: jghutchison who wrote (9435)	8/15/2000 2:40:55 AM
From: Tim Bagwell	Respond to of 12623

The whole purpose of using MEMs in the first place is to avoid conversion to electrical. But if they have a high failure rate, they require monitoring to detect failures and that is only practical in the electrical domain. Personally, I'm very skeptical of MEM's and I will be very surprised if any major service provider deploys them in a live network that is carrying critical data. Would you want your mission critical data to depend on a bunch of little mirrors that are sitting at the end of a spring? Imagine all the types of failures that can occur and then realize that the only way to test the reliability is to actually test the unit for the specified time. If that's so, they wont even know the reliability for years into the future.