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Technology Stocks : Lightpath Technologies: LPTH New WDM player -- Ignore unavailable to you. Want to Upgrade?

To: CJ Quantumwell who wrote (369)	1/26/1998 11:02:00 PM
From: Lucrative	Respond to of 1219

> In fact, way back last fall, Nortel already have > 10 G * 16 = 160 Gb/s. Not much response to that news. > I guess news media didn't like Nortel control 99% of > 10Gb market. > Let's see who will have the first terabit system running > in the commercial field Thanks for your input, CJ.

To: CJ Quantumwell who wrote (369)	1/26/1998 11:51:00 PM
From: SteveG	Read Replies (1) \| Respond to of 1219

<..DWDM "system" provider. ( They do sell some components though) Lightpath will be a DWDM "component" provider..> As you point out, as has been long expected, they (LU) makes the primary components as well as integrates them into a system. And more importantly, they have AT&T and will likely steal much of CIEN's business going forward, as we will likely see the market continue to expect tomorrow in CIEN's stock price. It'll be interesting to see how LPTHA reacts this week. The serious "competition" is here now, and Pirelli is likely not far behind. <..Where is the other 200Gb/s or LU apply its famous two polarizations and double it?..> I'm sure this is the case. In fact, as I understand it, anyone can use polarization over fiber WDM. Steve