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

To: tech101 who wrote (1582)	10/21/2002 12:20:48 AM
From: tech101	Respond to of 2772

Yahoo! Message Boards: CORV Add to My Yahoo Asian markets by: execooo1 (46/M/Plano, Texas) 10/20/02 12:35 pm Msg: 144894 of 144908 The Asia-Pacific optical networking market is continuing to fight off the telecom downturn. There have also been dramatic changes in market share among the top-nine vendors since last year. Siemens has been the biggest winner, with an 8% growth in market share from 2001 to the first half of 2002. Alcatel increased its market share by almost 3%. The losers in this market tug-of-war are Chinese vendor Huawei, which lost about 2% of its market share, and two of the "big three" global heavyweights - Lucent and Nortel. Lucent's loss of more than 4% was due to the company's continuing weakness in long-haul wavelength-division multiplexing. Despite the crowded state of the Asia-Pacific market, RKH believes that opportunities still exist for new players, and predicts that the names of the top vendors in the region will change - possibly by the end of this year. However, the analysts advise emerging vendors to develop partnerships and pursue strategic mergers and acquisitions to become major players in the region. ---- Service providers are moving towards next-generation equipment with surprising eagerness. As a result, sales of opto-electronic devices have grown from only 2% of the total optical networking market in 2001 to 14% in the first half of 2002. The analysts conclude that some of this growth is borne out of necessity, since data traffic is already creating headaches in Asian networks. The prospects for the long-haul wavelength-division multiplexing (WDM) sector are also looking good. Strong growth in 2000/1 has provided carriers with extra capacity that is already being exploited for service delivery, with the result that a new wave of long-haul WDM build-outs is expected in 2003/4. These plans are supported by carriers' promising earnings reports for the first half of 2002. ---- Kevin Slocum, an analyst with the SoundView Technology Group, thinks Alcatel, Cisco, and Siemens could be out shopping for the likes of Corvis, Redback Networks, Riverstone Networks, and Sycamore Networks.