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

To: Kenneth E. Phillipps who wrote (10613)	3/10/2001 1:21:08 PM
From: James Fulop	Read Replies (1) \| Respond to of 12623

>>to the best of my knowledge, Ciena has no multi-service provisioning platform<< If you mean it is not shipping, you would be correct. But the Cyras K2 is in trials and is a MSPP box. lightreading.com >>no multi-service data switch for the WAN<< You consider that part of an optical portfolio? I will have to do some research in this area, but I was under the impression this was not considered a part of optical. >>no ultra long haul product<< Not true. Ciena is shipping to two customers presently and in trials with others according to their latest CC. >>multi-layer data switches<< I will be brutally honest and tell you I don't know much about them, but my initial reaction is to question if that is really an optical product. (I guess it depends on definitions, a problem in this sector...<g>) >>no tunable laser<< My understanding is that Ciena is already buying them from NUFO and using them in long haul and ultra long haul. >>no O-O-O switch<< Ciena has announced that they will be using an all optical fabric in their CoreDirector in the future. What that will be has not been announced. (And the timing.) So it is true to say they do not have it yet, but with all the companies that can provide this part of the switch, I wonder if this is indeed quite so important. But I will be the first to admit I'd like to see more activity in this area by Ciena. As always, I am open to corrections by you or anyone else on this.....

To: Kenneth E. Phillipps who wrote (10613)	3/10/2001 3:22:04 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12623

Your points are interesting, Ken, and I'm enjoying this discussion between you and James, et al. I'll concede that much of this is open to interpretation of vendor spin, and keeping track of the evolving lexicon of the industry, not to mention the actual underlying technologies ;) In one statement you speak of multi-service switching. Here, I suspect you are speaking of those services which folks can and have actually used, such as legacy ATM, MPLS, and I'll alsoo include basic IP, albeit at very high speeds (POS) as a part of that suite. In your next point, however, you speak to 000. IMO, you can't have it both ways right now. Maybe later, but not now. If you want multi-service legacy application switching and routing, then you will, during the near to intermediate terms, at least, find plenty of very-ultra-dense silicon working overtime, electronically in the background, and in many cases doing the same things as a very-large digital cross connect (a la Tellabs) on the back ends of these things. In fact Tellabs actually has a DCS that does this using optical interfaces, too. I believe it's their 6700 box. In any event, the front ends to these boxes may appear to be oo, and in many cases they are (on the i/o side) but in the background there is a lot of 'e' going on, to be sure. That's why in an earlier post on nFCTF I stated that ooo may actually be coming into its own in some boxes, but it really requires that you specify the part of the architecture (as opposed to the vendor's marketecture;) being addressed. FWIW. See my introductory statements at: Message 15466167 FAC