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To: mtnlady who wrote (31160)	9/7/2000 12:06:14 PM
From: mtnlady	Respond to of 54805

The future of optical.. (next 1-2 years). stockhouse.com Of special interest... "Though Nortel has about 33% market share overall, they have about 85-90% of the 10-gigabit market," he points out. Morgan explains that 10-gigabit per second (Gb/s) transmission over 80 channels is really the standard now. That translates into the ability to transmit 10 billion bits of data a second. "And on the 80-channel market," he continues, "they pretty much own the market." Sneak peeks from the DWDM leaders foreshadow a movement toward 40 Gb/s and up to 160 or more channels. Look for Alcatel to roll out a 40 Gb/s system by mid 2001, and for Nortel to unveil an 80 Gb/s system by the third quarter of 2001. A 160-channel system is said to be forthcoming from Nortel and Corning [GLW], but no time guidance has been given yet from either company."

To: mtnlady who wrote (31160)	9/7/2000 12:47:39 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

I make no pretense of being an expert on optical networking ... or even knowledgeable, for that matter, but I have to wonder about a couple of your statements in the context of what we know about CSCO as a gorilla. NT's lead growing. LU falling behind. CSCO only ranked 7th (!). For them to catch NT at this rate they would need some unbelievable market share gains quarter to quarter and NT would need to be losing ground. My first question would be to ask where we were in the cycle of adopting optical. If it is fairly early on and that the installations to date are really just the tip of the iceberg in what will be coming eventually, then I wonder just how unbelievable it is. Clearly CSCO is slow off the blocks here, but they have done that before and shown good ability to catch up and regain leadership in new domains. Isn't it likely to be the case that at this point optical is going in to fairly early adopter type environments where CSCO's whole system advantage is less likely to be important since EA types are happy to pick and choose among many vendors while mainstream companies are attracted by the complete solution?

To: mtnlady who wrote (31160)	9/7/2000 5:00:59 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

RE: NT Before you get too worried about CSCO, remember, You can switch light, BUT You can't route it!

To: mtnlady who wrote (31160)	9/7/2000 5:20:00 PM
From: interesting man	Respond to of 54805

speaking of Optical company's, Marconi fits in the picture somewhere, but as far as products that have discontinuous innovation technology, Im not to sure. marconi.com >>(COMTEX) B: Telfort selects Marconi's optical network system B: Telfort selects Marconi's optical network system SEP 7, 2000, M2 Communications - Marconi Plc has won a contract to supply an all-optical network for Telfort, a Dutch telecomms services provider owned by British Telecom. Under the agreement Marconi will also operate and maintain the network from a network operations centre to be built in Telfort's premises. Based on Marconi's remotely configurable optical add/drop multiplexers, the new network will enable Telfort to offer direct 2.5Gb/s or 10Gb/s optical services to its customers. The first phase of the network will go into service in January 2001. The network will then gradually be rolled out throughout the Netherlands. The value of the contract was not revealed. ((Comments on this story may be sent to tww.feedback@m2.com)) -0- (C)1994-2000 M2 COMMUNICATIONS LTD m2.com * end of story *