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: NDBFREE who wrote (28649)	12/7/2000 9:00:56 AM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

Ciena Earnings Beat Wall Street Forecasts LINTHICUM, Md. (Reuters) - Telecommunications equipment maker Ciena Corp. (NasdaqNM:CIEN - news) reported fourth-quarter earnings and revenues on Thursday that beat Wall Street expectations, and the company forecast 2001 revenue growth that would top analysts' estimates. Ciena, which makes equipment that expands the capacity of fiber-optic networks, reported pro forma net earnings of $41.3 million, or 14 cents a diluted share, excluding a provision for doubtful accounts and payroll tax on stock options. The company reported net income of $4.7 million, or 2 cents a diluted share, in the year-ago period. Analysts had forecast earnings of 12 cents a share, according to research firm First Call/Thomson Financial. Revenues were $287.6 million, more than double the $141.4 million posted a year ago. The First Call estimate had been $277.77 million. Ciena said it expected its 2001 revenues to rise 75 to 85 percent. The First Call projection for 2001 revenues is $1.405 billion. Ciena's new guidance would be a range of $1.502 billion to $1.589 billion, 7 to 13 percent higher than the First Call number.

To: NDBFREE who wrote (28649)	12/7/2000 11:08:41 AM
From: Regis McConnell	Read Replies (1) \| Respond to of 42804

Here is another article on 10-Gbs which gives a few more specifics on the 'blade' used by Extreme. It wouldn't surprise me if Luminent supplied several of these guys w/product. The Zuma box could be a monster, & w/MRV at its current price levels, you get it for what, a couple of bucks? Crazy. "Early In The Market The prominent new service providers do a fair amount of stumping for their equipment suppliers as part of their sales pitches. For example, Yipes touts Extreme Networks, Cogent uses Cisco and Telseon features Riverstone gear. All three vendors have nonstandard 8- or 10-Gbps interfaces based on wavelength division multiplexing (WDM), ..." "Extreme Networks also has an 8-Gbps WDM blade for its Layer 3 switch family. According to Extreme worldwide marketing VP, George Prodan, "The clocking rate on the fiber is 10 Gbps. Into that we are able to mux eight channels of full-duplex 100-Mbps Ethernet—that's eight lambdas onto a single 10-Gbps pair—and run it up to 35 kilometers." Prodan said the Extreme 8-Gbps blade also supports 802.3ad link aggregation—the standard for bonding multiple Ethernet channels to make a larger-capacity link—and can run bidirectionally. Extreme designs its own switch fabric and MAC silicon, Prodan said. "If you seriously want to differentiate yourself, then the core of your switches and most of your silicon should be custom, so you can write your own specialized software—the routing and QOS code," he said. "We can give our customers a lot of knobs they can twist in terms of QOS, bandwidth allocation, rate shaping and traffic engineering." bcr.com Regis