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 : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Joanne Fishman who wrote (13331)	10/26/2000 1:23:54 PM
From: mtnlady	Read Replies (1) \| Respond to of 24042

"Enterprise optical networking continues to "be very robust" and in that space Cisco Systems Inc. (CSCO, news, msgs) is doing very well, Ching said. "Concerns about Cisco's optical business is unwarranted," he added." What IS "Enterprise optical networking"? Have we solved the 'last mile' problem already and Cisco's network (now gone "optical" overnight??) is the answer? Boy.. sure sounds like someone is trying to speak out of both sides of his mouth. On one hand push Cisco (let me guess.. they own lots of Cisco) and on the other state that .. while fiber optics is 'dead' (is surely isn't) somehow Cisco's enterprise group (isn't that routers??) is the one really doing well in the fiber optic space. What we do know is that Cisco is pretty much a non player still in fiber optics (way, way, behind NT, LU, ALA and others) and in fiber optic components (CSCO, unlike LU and NT, has no internal mfg. capability and buys all of their components from companies such as JDSU). In short.. CSCO is pretty much still a non player in fiber optics - at this point in time. Am I missing something here? Have I misread this quote? Is there fiber optics now in the enterprise networks? This is how I read the quote.. a) they have CSCO stock they want to push (by the way look at all the large block trades going down on Cisco the last few days - I saw the same thing on NT a few weeks back). b) They want to hook Cisco's cart to the fiber optic train (no way - not even close yet) yet detach it from the stigma surrounding the group right now. My opinion of these analysts is getting really, really low. Someone help me re-read this if I missed something.