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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Dan Ross who wrote (3388)	2/21/1998 5:54:00 PM
From: Broken_Clock	Read Replies (1) \| Respond to of 18691

dan<OT> I am posting this publicly in order that others may either have input or direct me to the appropriate thread. Is the future going to be satellite digital or fiber optic cable? Motorola is 2/3 complete with high level world wide satellite system. ORBI is about the same with western hemisphere low level system for phone tracking. I envision world wide "instant" audio/video "internet". It seems that satellite is the key and Motorola has the drivers seat along with ORBI. Why would fiber optic be better or worse? PK

To: Dan Ross who wrote (3388)	2/21/1998 6:07:00 PM
From: Peter H. Hodge	Read Replies (1) \| Respond to of 18691

<<This Christmas the 20 Million or so web surfers will have the option of upgrading their modems to a speed that is 20X the speed of current modems>> What do you mean by this Dan? I live in Northern Virginia. My cable operator is just starting to talk about cable access to the internet=several years away. Bell Atlantic is offering trial adsl to certain zip codes in my area...alas mine is not one of them and they say they have no immediate plans to include my zip. The only thing remaining that I am familiar with is satelite....is that what you refer to? Pete

To: Dan Ross who wrote (3388)	2/21/1998 11:39:00 PM
From: Roger A. Babb	Read Replies (1) \| Respond to of 18691

Dan, I agree with your points. Went long CIEN Friday.

To: Dan Ross who wrote (3388)	2/22/1998 8:08:00 PM
From: craig crawford	Respond to of 18691

<< .....This will cause HUGE shocks to the infrastructure in place....BANDWIDTH IS NEEDED.....WCOM could get hurt as an explosion in the amount of data going thru their network could increase up to 5 fold EASILY.......... >> WCOM says they have plenty of bandwith from CIEN for now but the taxation of the network is working it's way on down from the IXC's. RBOC's and CLEC's are going to be next. Soon corporations and campus networks will be alleviating the strains on their networks with WDM. CIEN has short-haul products on the way (they're being tested as we speak) and a new 40-channel product that is due out within a month or two. WDM/AON is my favorite sector for the next 10 years. CIEN was always too expensive before but now it has come into buy range. Of course CIEN could easily go down another 10 points so I wouldn't advise anyone to purchase a bunch all at once.