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

To: cfoe who wrote (10409)	2/16/2001 7:54:48 AM
From: James Fulop	Read Replies (1) \| Respond to of 12623

>>Didn't that recent article in Lightreading which speculated on the L3 move to CD also say it would hurt NT?<< Yes, you are right. Here is the part: >>Who might the deal hurt? It would not be the best of news for Nortel Networks Corp. (NYSE/Toronto: NT - message board), Sycamore Networks Inc. (Nasdaq: SCMR - message board), and Tellium Inc., who are targeting the same market.<< lightreading.com And furthermore we do know that Nortel (along with Sycamore and Tellium) competed for another CoreDirector contract with McCleod. >>The optical networking vendor beat several competitors to the deal, including Nortel Networks Corp. (NYSE/TSE: NT - message board), Sycamore Networks Inc. (Nasdaq: SCMR - message board), and Tellium Inc., which were all among the companies included in the original RFP, according to a McLeodUSA official.<< lightreading.com That fact and the fact that Nortel is the major provider of DWDM equipment to Level 3 leads me to believe that Level 3 probably asked Nortel to bid along with Ciena and perhaps the others. "Nortel Networks Selected By Level 3 Communications in Major Deal To Provide Optical Networking Equipment Globally" nortelnetworks.com And another article interviewing a Nortel exec mentioned the HDX as the Nortel switching product closest to the CD-which will not be ready until the end of this year. (Although the article did not mention the CD by name...) >>The other one is bandwidth management, to equip the service providers with services that they can use to increase their value, and their revenue. For example: Managed wavelength services, and broadband services -- by which I mean bandwidth on demand. That whole piece is starting to take shape now. We're making the same kind of bet as we made on 10 gig; We are betting on the intercept of the demand and the technology. We set out to develop a system and the components simultaneously, and they're just coming together now. So we're ending up with a bandwidth manager that will switch wavelengths, or sub-wavelengths, down to 50 megabytes of payload. And our building block is 3.6 terabits, so it's a 4-terabit building block. That product is called the "OPTera Connect HDX," and it's part of a whole family of bandwidth management devices. We've got a team focused on that, to put the product in trials before midyear, and put it in the network before the end of the year. So this conviction about bandwidth, and scale, to make networks cost-effective and valuable, to further unleash bandwidth economics, is something we're following very aggressively.<< lightreading.com So you could be right, but putting this all together and speculating is just that...speculation...interesting nonetheless...

To: cfoe who wrote (10409)	2/16/2001 9:26:39 AM
From: jghutchison	Read Replies (1) \| Respond to of 12623

Michael, I've found that Lightreading is a treasure chest of information, most of it accurate and presented well. Some of their speculation has proven out, ie a Level 3 CoreDirector win, merger rumors, Lucent's screw ups etc. Furthermore, the Lightreading staff is head and shoulders above any other publication when it comes to technical competance. They understand the difference between legacy SONET equipment and DWDM. They also know the difference between switch gear and transmission equipment. How many journalists have an entre into the test facilities of major telecommunications companies, and how many would recoginize a CoreDirector if they saw one. This says it all. Jack