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To: Sector Investor who wrote (24087)9/19/2000 2:07:57 PM
From: Bridge Player  Read Replies (1) | Respond to of 42804
 
Well, that's two and counting of the print sources that don't think too much of the Barron's piece. Plus of course 100% of the longs who post here. <vbg>

And maybe of more than minor interest...how many shares do you think might be held by all those who follow this board? Including their clients, of course.

BP



To: Sector Investor who wrote (24087)9/19/2000 2:30:48 PM
From: riposte  Respond to of 42804
 
IP routers already drive market

Mention of Charlotte's Web in this article at fiber-exchange.com...

IP routers already drive market
[TEXT DELETED]

According to market-research firm RHK Inc. (South San Francisco), the multigigabit- and terabit-scale device market, which comprises both switches and routers, will almost double this year, reaching $2 billion by 2001 from $1 billion in 1999. "Most of that growth is clearly attributed to IP-based routers," says Raj Mehta, senior analyst of core switching and routing at RHK.

Computer-networking powerhouse Cisco Systems had the highest market share in 1999, followed by new IP-based router entrant Juniper Networks (Mountain View, CA). Juniper had its first commercial IP-based backbone router, the M40 (40-Gbit/sec throughput), available and in network trials in 1998. Today, Juniper is selling its product line, which now also includes the M20 (20 Gbits/sec) and the M160 (160 Gbits/sec) to carriers and service providers worldwide. In the next year, Mehta expects to see revenue from several more new entrants such as Avici Systems, Charlotte's Web, and Ironbridge Networks.

There is certainly opportunity in the market. By the end of 2003, the multigigabit- to terabit-scale device market is forecast at "well north of $12 billion," according to the RHK analyst.


[REMAINING TEXT DELETED]

FULL TEXT @:
fiber-exchange.com