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To: abuelita who wrote (29318)	8/17/2000 5:40:51 PM
From: Dealer	Respond to of 35685

Gilder thinks EZChip displaces Cisco by: gadflyone 8/16/00 2:18 pm Msg: 1371 of 1383 I pulled this from the gilder boards I was amazed by Gilders positive comments regarding EZChip of Israel. I learned that LNOP- Lanoptics owns 78% of EZchip. If EZchip posesses the technology to displace Cisco, LNOP does not reflect this possibility. LNOP Market Capitalization $77.4M Shares Outstanding 6.45M Float 3.90M Here are a few relevant links www2.lanoptic.com LanOptics develops, markets and manufactures networking products. NetGuard and EZchip Technologies are subsidiaries of LanOptics www2.lanoptic.com RE: Forbes ASAP.....CSCO??? previous thread previous next next thread posted to: Telecosm Lounge poster: GG date: 8/12/00 2:54:59 PM -------------------------------------------------------------------------------- Still embroiled in the August letter, I must be pithy. But the quick take is that Simon of Avanex, who is developing devices that can scale down into the enterprise, is acutely interested in securing Cisco as a customer. Cisco sells more than a hundred thousand routers a month. If it early masters the integration of PowerMux technology into routers as they are relegated to the edge of the fibersphere, Cisco's prospects improve drastically. My guess, however, is that the communications equipment industry will repeat the pattern of the PC industry before it, where Intel and Microsoft captured the margins. In other words, communications gear will tend to break down into horizontal layers and that the value added will shift to components: chips and optics and storewidth software. As an efficient vertical integrator, Cisco may be the Dell of the Telecosm era. But the largest winners will be the suppliers of key optical devices (Avanex, JDSUniphase et al), broadband chips (Broadcom, TI), switch fabrics/network processors (EasyChip?, MMC, Conexant), rather than edge communications routers and switches, which will become low end commodities like PCs. --GG RE: MMC & Easychip???? previous thread previous next next thread posted to: Telecosm Lounge poster: GG date: 8/14/00 10:33:02 AM -------------------------------------------------------------------------------- EasyChip is a startup with an extremely innovative (highly parallel, super scalar) network processor design that runs at 10 gigabits per second "wirespeed" for all seven network layers. It is programmable for any protocol. I cited it as the kind of device that can render routers a commodity, as the value migrates from the integration (Cisco) to the chip vendor (EasyChip, perhaps). --GG

To: abuelita who wrote (29318)	8/17/2000 5:44:02 PM
From: Dealer	Read Replies (1) \| Respond to of 35685

Hi Rosie! I am still on the side lines.......Just watching you guys. I am learning discipline. Like Vinnie says you can leave the house anytime. I just posted to you what I was talking about: Gilder on JDSU and LNOP. No opinions just ran into it about the time you posted. later, dealie

To: abuelita who wrote (29318)	8/17/2000 8:04:21 PM
From: Sully-	Read Replies (1) \| Respond to of 35685

Nortel, JDS Uniphase in Talks on Agreement to Ease SDL Purchase 8/17/00 3:03:00 PM Source: Bloomberg News URL: cnetinvestor.com Brampton, Ontario, Aug. 17 (Bloomberg) -- Nortel Networks Corp. and JDS Uniphase Corp. are in talks on a multiyear supply agreement that would ease Nortel's concerns over JDS's proposed acquisition of SDL Inc. for $42.3 billion in stock. The agreement would guarantee Nortel a supply of fiber-optic components from JDS Uniphase, the biggest maker of such products, for several years. Nortel, the biggest maker of fiber-optic equipment, was JDS's No. 2 customer last fiscal year, accounting for 15 percent of its $1.43 billion in sales. ''We are exploring a range of options with JDS that would enable us to address the explosive demand for our optical systems and concerns relating to the proposed merger with SDL,'' Nortel spokesman Jeff Ferry said. ''Our biggest concern is maintaining supply.'' Nortel expects its sales of fiber-optic equipment to exceed $10 billion this year and needs to ensure it has enough components to make those products and to boost production in the future. If JDS acquires SDL, Nortel won't be able to buy components from one when the other runs out. While the companies have been talking since San Jose, California-based JDS unveiled the acquisition on July 10, the discussions are early and terms are undecided, Ferry said. JDS wants to buy rival SDL to further distance itself from Lucent Technologies Inc. and Corning Inc. as the dominant maker of parts used to send information on beams of light. JDS expects the acquisition will get close scrutiny from U.S. antitrust regulators, who typically poll customers to check for concerns. By gaining support from Nortel, JDS would clear a potential hurdle to its purchase. Nortel Chief Executive John Roth has said he's concerned about the impact the purchase of SDL could have on his business, since JDS would get even greater control over the supply of some key lasers and other components. JDS Chief Financial Officer Tony Muller declined to comment on negotiations with customers. ''We want to do anything we can to satisfy their needs,'' he said of Nortel. Shares of JDS rose 13/16 to 120 1/4 today. Nortel, based in Brampton, Ontario, rose 1/2 to 81 1/2, while SDL, based in San Jose, gained 7 3/4 to 383.