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Technology Stocks : Ciena (CIEN) -- Ignore unavailable to you. Want to Upgrade?

To: cfoe who wrote (10028)	12/15/2000 2:10:50 PM
From: jghutchison	Read Replies (1) \| Respond to of 12623

Hi Michael, I've read the article, but there is insufficient info to tell if this is a technical breakthrought using proprietary technology. Ciena's plans for the CoreDirector all along have been to add a so-called all-optical switching fabric, if and when the technology was proven and cost effective. The CoreDirector, as I understand it, has that capability built in for the retrofit. I don't know what that retrofit is at this time, but I am dying to find out more. This may well be a breakthrough. I've hypothesized in the past that Ciena would use Agilent's bubble switch, as it appeared to me to be a well proven technology, with no moving parts....from a first rate company. Erbiumfiber over on the Yahoo cien thread is an optical networking patent attorney. She is guessing, based on her review of the Ciena patents, that the device may be closer to a solid state gizmo. If she is right on the money, then Ciena will really kick some butt in the switching market. Otherwise Ciena just goes about just kicking plain butt. This is a marketing coup. No question about it. No one else has this capability to switch all the way from 55 meg to 40 gig, with many, many ports. The CoreDirector is already the very best-of-breed. And now the bar has been raised a few more notches. Very nice. We will, no doubt, be hearing a lot more of this. Jack