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To: Greg h2o who wrote (23309)	8/23/2000 9:02:40 AM
From: signist	Read Replies (1) \| Respond to of 42804

Optical Networking Acquisition Spending Totals $37.8 Billion BOSTON--(BUSINESS WIRE)--Aug. 23, 2000-- Aberdeen Report Examines the Rapidly Changing Landscape in the Optical Network Market In a report released today, Aberdeen Group, a leading IT consulting and market strategy firm, reports that acquisition spending for key optical systems companies totaled $37.8 billion in the last 18 months. The report, entitled "Moving at Light Speed: The Transition to Optical Networks," examines the market dynamics, key players, and the evolution of the next-generation optically enabled network (OEN). "Acquisitions will continue as large companies -- such as Cisco, Lucent, and Nortel -- seek to acquire key technologies rather than develop them in-house," says report author Andrew McCormick. "Therefore, smaller companies will be acquired earlier and earlier in the development life cycle as larger players gamble on unproven but promising solutions to achieve technological differentiation." "Hype is ahead of reality by six to nine months in optical networking," says McCormick. "At the beginning of this year, the industry was focused on the metropolitan access network (MAN) suppliers, who expected to deliver products in 2000. But before those products have even shipped, the spotlight has shifted to optical switching, and to the debate over all-optical vs. optical-electrical-optical (OEO). Because suppliers must react to frequent market shifts and expectations, they seek acquisitions as a method to survive and update their product lines." "Moving at Light Speed: The Transition to Optical Networks" has been significantly updated since its initial release in May; it clarifies the optical marketplace by taking an in-depth look at the companies that are driving this phenomenon. Moreover, the report looks beyond financial valuations to provide market assessment, product analysis, and supplier success forecasts. The 42 optical systems suppliers profiled in this report are Alcatel; Algety Telecom; Alidian Networks; Amber Networks; Appian Communications; Astral Point; BrightLink Networks; Calient Networks; Centerpoint Broadband Technologies; Cerent; Chromatis; CIENA Corp.; Cisco Systems; Corvis; Cyras Systems; Dynarc; Eluminant; Fujitsu Network Communications; Hitachi Telecom USA, Inc.; Ingnitus Communications; Kestrel Solutions; Lucent; Luminous Networks; LuxN; Marconi Communications; Monterey Networks; Nortel Networks; ONI Systems; Optical Solutions; Pirelli; Qeyton Systems; Qtera; Quantum Bridge; Redback Networks; Sirocco Systems; Sorrento Systems; Sycamore Networks; Tellium; Tenor Networks; Terawave Communications; Xros, Inc.; and Zaffire Communications. For more information about the August 2000 update of "Moving at Light Speed: The Transition to Optical Networks," visit or call (800) 577-7891. About Aberdeen Founded in 1988, Aberdeen Group provides IT consulting and market strategy advice to the IT supplier community. Steeped in technology and armed with end-user field research, Aberdeen focuses on answering clients' critical business and technology questions in the context of the Internet economy and across the product life cycle. Headquartered in Boston, Massachusetts, Aberdeen Group has research centers in Palo Alto, California; Ft. Collins, Colorado; and Amsterdam, the Netherlands. Aberdeen is located on the Web at www.aberdeen.com CONTACT: Aberdeen Group Lorie Nall, 617/854-5337 nall@aberdeen.com