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

To: joe who wrote (2112)	5/9/1998 1:06:00 AM
From: pat mudge	Respond to of 12623

I have a suspicion that we will eventually have an Internet crisis. Consolidation or whatever will happen to solve the problem, creating a BOOM time for Internet expansion. That's what I'll be preparing for!!! AOL and AT&T have already had their first catastrophes. The threat of overload is no longer theoretical. In response to the need for bigger pipes and faster connections, there were several key announcements this week: USWest teamed with Qwest for long distance: newsalert.com GTE is suing MCI-WorldCom because their merger will give them 60% control of the Internet backbone. newsalert.com BT, FT, C&W, NTT, and SingTel, announced they're adding their support to Universal ADSL. newsalert.com BellSouth announced it's ready to follow USWest's lead: newsalert.com NN said it's providing Global Management Services Platform for AT&T: newsalert.com There's a lot happening and CIEN's just one of the beneficiaries. Later -- Pat

To: joe who wrote (2112)	5/9/1998 1:12:00 AM
From: Curtis E. Bemis	Read Replies (1) \| Respond to of 12623

>Random Musings:> more-- Yup, Internet "doom and gloom" was a favorite subject for Bob Metcalfe a couple of years back. (Metcalfe was an original ethernet developer and a founder of 3Com). He predicted its death on many many occasions. It survived and prospered-and so did the companies that helped it grow with innovative technology. Those innovations continue, DWDM as one example for this particular thread. Internet growth is extrordinary and there are many drivers--Its collapse is not immenent but folks like Vint Cerf think that even all the new photonic stuff, like DWDM, won't be sufficient.