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Technology Stocks : Corvis Corporation (CORV) -- Ignore unavailable to you. Want to Upgrade?


To: TFF who wrote (1132)9/30/2001 2:29:40 PM
From: tech101  Read Replies (1) | Respond to of 2772
 
The Teleconundrum September 27, 2001

by: donthedandi (M/N. CA.)
Long-Term Sentiment: Strong Buy 09/30/01 11:07 am
Msg: 76924 of 76935

Broadwing (BRW) remains well positioned with its next generation Corvis (CORV) network and its last generation ILEC revenue stream.

I continue to believe that if these companies can outlast the economic conflation, they will capitalize on the new optical paradigm and either topple the legacy telephone carriers—or help transform them into more efficient service providers and marketing specialists.

As Williams has demonstrated by running SBC’s entire long-haul network and by providing more and more of WorldCom’s capacity, there is a great divide opening up among fiber
optic networks no less than in fiber optic equipment. Between the builders of bandwidth and the sellers of services. And between those shifting into the new all-optical paradigm and those stuck in Sonet.

Broadwing told the GTR last night its new all-optical Corvis network reduced capital costs by 75 percent versus a current generation Nortel (NT) Sonet system. Operational cost savings and provisioning improvements, network
chief Chris Rothlis says, are likely to be even more impressive.

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