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


To: James Fulop who wrote (10452)2/21/2001 10:55:24 AM
From: James Fulop  Respond to of 12623
 
Article courtesy Light_rocks over on Yahoo...

"Fiber Glut? Hah! Now Customers Woo the Suppliers"

rhk.com



To: James Fulop who wrote (10452)2/21/2001 2:08:00 PM
From: cfoe  Respond to of 12623
 
James - I agree about "worldwide optical transport" probably incorporating DWDM. If "wot" also includes SONET, then the striking difference in the two growth rates (nearly 5X for DWDM vs. 2X for "wot") seems to confirm that SONET is not going to grow, at least the larger, older SONET technology.

Thaks for your other comments on creating a Ciena earnings model. I expect it will be only a rough "guestimate" at first, but got to start somewhere.



To: James Fulop who wrote (10452)2/21/2001 2:23:22 PM
From: cfoe  Read Replies (1) | Respond to of 12623
 
Where would you put in future revenue from the Cyras K2? ...Transport or Aggregation

Question - is "aggregation" more like switching than transport?

From my memory o the call, I thought that the K2 product came up in the context of Metro at one point, so I will probably put it there for now.