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Technology Stocks : Ciena (CIEN) -- Ignore unavailable to you. Want to Upgrade?

To: Tom Aellis who wrote (1598)	2/26/1998 8:37:00 AM
From: Tom Aellis	Read Replies (1) \| Respond to of 12623

Please Visit this site. One of the Best I've seen not only for ATM but for WDM. 30 day free. atmdigest.com Tom

To: Tom Aellis who wrote (1598)	2/26/1998 8:48:00 AM
From: Glenn D. Rudolph	Respond to of 12623

SONET: Double-Digit Growth, Double-Digit Price Drop, Says INSIGHT Research Business Wire - February 26, 1998 08:25 %INSIGHT-RESEARCH %NEW-JERSEY %TELECOMMUNICATIONS %COMED V%BW P%BW PARSIPPANY, N.J.--(BUSINESS WIRE)--Feb. 26, 1998--Investment in SONET and new-generation transmission equipment will alleviate serious limitations in today's telecom networks, allowing SONET to enjoy healthy double-digit growth over the next five years, says a new market research report from INSIGHT Research. SONET's promises of greater network reliability and reduction of network operating costs are forcing phone companies into a high stakes race to get new generation SONET equipment installed before full competition comes. Only companies with the new SONET equipment will be able to weather the coming competitive price war, reports INSIGHT. According to INSIGHT's "SONET Transmission Systems: Telecom Backbone Networking," SONET/SDH represents the next evolutionary step in telecommunications transmission technology. Companies that have it will be able to compete more successfully in the face of deregulation in the loop, local, and long-distance markets. Using its comprehensive network management capability, the new SONET networks can be managed more cost-effectively and reliably given the inherently faster traffic provisioning, configuration, and restoration capability of the underlying fiber optic equipment. "Around the globe, carriers are beginning to develop the resources to provide residential and business customers with one-stop shopping for voice, multimedia, and data services," says Robert Rosenberg, president of INSIGHT Research. "The underlying transmission systems for these broadband networks is SONET here in North America and the sister-standard SDH in Europe. If your company can't provide broadband networking and manage it very cost-effectively in the face of stiff price competition using SONET gear, your company will be history in five to seven years." According to INSIGHT, the global market for SONET will grow at 17.4% compounded annually over the next five years, from $2.8 billion in 1997 to about $6.3 billion by 2002. At the same time, INSIGHT forecasts an annual price drop of 12 to 16 percent for SONET equipment through the year 2002. Globally, the combined SONET and SDH equipment sales will grow from $4.8 billion in 1997 to about $15.2 billion by 2002. The countries with the strongest growth will be the US, China, Germany, India, Mexico, the UK, and Canada. Further forecasts are published in "SONET Transmission Systems: Telecom Backbone Networking," a 188-page market research report now available from INSIGHT Research for $3,495. INSIGHT Research, based in Parsippany, NJ, is a leading source for telecommunications market research and competitive analysis. INSIGHT can be reached via the web at insight-corp.com, and an excerpt of this study is available on the sonet.html page. For more information on this study, please contact: Tara D. Mahon The INSIGHT Research Corporation Gatehall I, One Gatehall Drive Parsippany, NJ 07054 phone: (973) 605-1400 fax: (973) 605-1440 Internet: tara@tm.insight-corp.com CONTACT: The INSIGHT Research Corporation, Parsippany Tara D. Mahon phone: 973/605-1400 fax: 973/605-1440 Internet: tara@tm.insight-corp.com

To: Tom Aellis who wrote (1598)	2/26/1998 11:14:00 AM
From: blankmind	Read Replies (1) \| Respond to of 12623

csco has already stated they plan on trying to form alliances, and have many in place with such firms as nt and qwst. gary korn over on the asnd thread postulated a hypothetical that a company such as cien is a logical purchase for a company such as asnd, and borrowing from gary, "the next logical leap from RAS to ATM should be to DWDM. (for asnd)." csco might want to purchase cien, but only if they can not form an alliance with a company such as lu and lu enters the fray by purchasing a company such as asnd. considering csco's alliance with qwst, csco normally purchases technology, if an alliance does not occur between cisco and nt or lu, and lu or nt enters the csco's wan space, cien should be on csco's target. i am going to steal more of gary korn's (my understanding between knaves, thieves and lawyers, plagiarism is high compliment) post, I think that ASND -- which is big in electrical switching -- should acquire CIEN -- which is big in optical transmitting (and, ultimately, switching). ASND should not do this if it plans to be acquired by LU (which has its own vaporware optical product). However, if ASND plans to grow into a multi-billion company on its own, the next logical leap from RAS to ATM should be to DWDM. If ASND could get CIEN at $54/share (9 x sales), that would be $5.4 Billion. For that, ASND would pick up $600MM in sales and net income of about $160MM/year. With an acquisition of CIEN, ASND would almost immediately become a $2B company. With an acquisition of CIEN, ASND would cement its relationship with WCOM as a full service supplier (WCOM already purchases from CIEN) and would further cement a new relationship with ATT (an early funder of CIEN). - gary korn you can almost put csco where for and add csco's routing technology and this also fits with cien's technology. gary korn's post - exchange2000.com