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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (16851)	5/9/2003 7:47:14 PM
From: Immi	Respond to of 57684

Very good. I have been averaging for the last 1 year. Lowest buy was 3.50. Highest was last July at 7.65. It is not the question of blooming, the products are there, the strategy is there. What is left is demand which is proprotional to a recovering economy. Entry into the RBOC's is very close, with OSMINE certification and the Wavesmith acquistion. This gives CIENA a migration path from ATM/FrameRelay to optical. Remember the RBOC's have ATM/FrameRelay so how do you penetrate them?. You cannot ask them to replace stuff. So, you offer something which is cheaper and backwards compatible and can be plugged in with the exsisting network. The focus is on metro so we will see the ONI Online product booming. It just takes one Bell to buy and the others follow like a herd. Believe me the the 1000 shares will get you a nice vacation in 2005. My conservative year project is 8.00-10.00 for 2003. Then the growth starts in 2005. In 2006 long haul revenues will kick in. Look at what else I put out some time ago to a note with reply to all. I got them last year and have been patient. The market is ruled by fear and greed. Buy when there is fear, and ditch when there is greed. This is a lesson I learned in the last bear market.... Have a good day, and hang on. If you have some spare change pick up JDSU. It will follow Cien with a 6 month lag.... Cien is comepting for an ATT contract. Check out the post I put several weeks ago on this thread. This will give you an idea where Cien will bloom. Do not forget LNOP i.e. EZchip I picked it up at 4.87 a very large chunk and will still buy when my paycheck comes in. The risk/reward ratio is high risk/high reward. I can skip a couple of trips to the mall, and laugh all the way to the bank on LNOP. My next post will be about EZchip. Cheers from Boston Immi

To: Lizzie Tudor who wrote (16851)	5/9/2003 8:23:28 PM
From: Immi	Read Replies (1) \| Respond to of 57684

EZChip/LNOP.... Lizze, Here is my reasoning for LNOP. NPU's are replacing ASCI's {LSI will vouch for it }. It takes a min of 7-8 engineers to design an ASIC, then you have to get it work which would involve several spins. This costs a lot of money together with employing the engineers. NPU's on the other hand are preprogramed. You use the micro code via an interface and tailor make your own virtual ASIC. It takes 1/5 the time to do this compared to your ASIC. Which one would you prefer if you have time to market constraints. Now, EZchip supports 10Gige, and is the only one which supports all the 7 layers of the routing architecture together with IPV6 support { dominant in Europe/Asia }. It's architecture is flexible. If programmed right it could get the routing functions onto the NPU. We could have routing protocols like OSPF, going from software to hardware. That is routing could become a commodity. What would you do?. Buy CSCO/JNPR or buy the NPU which will put them out of business..... Regards,Immi