Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : MRV Communications (MRVC) opinions? -- Ignore unavailable to you. Want to Upgrade?

To: Sector Investor who wrote (24178)	9/21/2000 7:57:02 AM
From: riposte	Read Replies (1) \| Respond to of 42804

IEEE Nails Down 10-Gig Ethernet Basics Good news for Zuma, yes? IEEE Nails Down 10-Gig Ethernet Basics SEPTEMBER 19, 2000 The Institute of Electrical and Electronics Engineers Inc. (IEEE) has reached a hard-won consensus on the fundamental contents of the upcoming 10-Gbit/s Ethernet standard. "We've resolved our objectives. We've reviewed and passed the first draft. The remaining work will be to fill in the technical specifications," says committee chair Jonathan Thatcher, who also is principal engineer at World Wide Packets Inc. [TEXT DELETED] In the meantime, a growing number of equipment vendors say they're readying kit to put to the test. Here are some of the leading proponents: Cisco Systems Inc. (Nasdaq: CSCO) Extreme Networks Inc. (Nasdaq: EXTR) Force 10 Networks Inc. Lantern Communications Lucent Technologies Inc. (NYSE: LU) Luminous Networks Inc. Nortel Networks Corp. (NYSE/Toronto: NT) World Wide Packets Zuma Networks FULL TEXT @: lightreading.com

To: Sector Investor who wrote (24178)	9/21/2000 9:14:18 AM
From: Greg h2o	Respond to of 42804

let me point out the following regarding Williams: SCMR- the BULK of the company's revenues to date have been generated from ONE customer--Williams. We already know about their investment in SCMR. ONIS- Williams owns 1,725,364 shares of ONIS at $6.32 per share, worth about $160mil, with a profit of over $145mil. CORV- Williams owns 1,490,124 shares from the ipo. there escurrently a $400 mil contract b/w the two companies. it looks like Williams Comm has their hands in a LOT of cookie jars, but they DO pick them well and they DO buy equipment from them.

To: Sector Investor who wrote (24178)	9/21/2000 9:19:51 AM
From: riposte	Respond to of 42804

Money Flows Through the Pipes [TEXT DELETED...] Given the froth [of the optical market space], many companies are getting funded at high valuations -- I don't think that's good, and I don't think it can last," he said. "The market right now looks a little like biotechnology, and that's not all good. There's a lot of research being done that's being funded by VCs." Optical components companies are commanding special interest from those that believe that they're just starting to come into their own. Rob Soni, managing general partner at Bessemer Venture Partners, said that just a few years ago, investors weren't too excited by components producers, "since the companies were more R [Research] than D [Development]." But Bessemer, he says, has long been focused on the components side of the business, since "if you look at the boxes, it's all about the components [inside]." Bessemer, an early investor in Ciena (Nasdaq: CIEN), has invested in photonic switching subsystems manufacturer Optical Micro Machines, and recently invested in another components startup, Telephotonics, of Wilmington, Mass. According to Mr. Soni, there is plenty of room for further innovation, especially in the components space. "The industry is very early on in the curve," said Soni. "There's tons of innovation left, in matters of speed, tunability, and how to build devices more quickly." Accel's Wagner, however, doesn't see components surpassing systems in importance; what matters, he says, is the potential size of the market. [REMAINING TEXT DELETED] FULL TEXT @: lightreading.com