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

To: joe who wrote (2117)	5/9/1998 11:09:00 AM
From: Glenn D. Rudolph	Respond to of 12623

Osicom and FORE Systems Demonstrate ATM over DWDM; GigaMux Seamlessly Joins ATM and DWDM in Video Application Business Wire - May 08, 1998 09:36 %OSICOM FIBR FORE %CALIFORNIA %COMED %COMPUTERS %ELECTRONICS %TELECOMMUNICATIONS V%BW P%BW SANTA MONICA, Calif.--(BUSINESS WIRE)--May 8, 1998--Osicom Technologies, Inc. (NASDAQ:FIBR), today announced that FORE Systems, Inc. (NASDAQ:FORE), a leading ATM (asynchronous transfer mode) provider, used Osicom's GigaMux(tm) dense wavelength division multiplexer (DWDM) to demonstrate the transport of ATM over DWDM. The demonstration was successfully conducted this week by FORE Systems at Cable'98 in Atlanta, Georgia. The demonstration exhibited how ATM and DWDM can be used together to deliver video services over fiber more cost-effectively. While FORE Systems' ATM switches supported multiple on-going video services, such as Video-on-demand, MPEG and JPEG compression, Osicom's GigaMux provided the transport to deliver more services using fewer fibers. As a result, cable operators observed how DWDM supports an increase in the amount of channel programming without incurring the high cost of adding new fibers to their networks. "With GigaMux's total data rate transparency, FORE Systems was able to immediately pass ATM traffic when connected to GigaMux equipment," said Dr. Xin Cheng, President, Osicom Technologies. "The demonstration at the Cable '98 show validates our belief that combining DWDM and ATM technology is ideal for supplying bandwidth and delivering more services in metropolitan environments." About FORE Systems FORE Systems is a leading global supplier of networking solutions based on an Intelligent Infrastructure designed to handle the networked applications of today and tomorrow. FORE's Networks of Steel(tm) deliver the increased capacity, reduced complexity and unparalleled flexibility and scalability necessary to build networks that last. Thousands of enterprise and service provider customers worldwide have put FORE Systems' solutions at the heart of their networks. For more information on FORE's Networks of Steel, call (888) 404-0444. About Osicom Osicom Technologies is a leading provider of integrated networking and bandwidth aggregation solutions for enhancing the performance of existing data and telecommunications networks. The Company combines expertise across multiple disciplines to offer fiber transport, remote access, virtual private networking, video switching and transport, and network systems-on-silicon to carrier and enterprise customers. The Company brings value to its customers by offering end-to-end, single vendor solutions as an integrated set. Osicom's offerings feature open architectures, offer complete scalability and fully support industry standards. The Company's flagship products are the GigaMux family of Dense Wavelength Division Multiplexers (DWDM) for short-haul Metro applications, the NET+ARM system-on-silicon for network connectivity, and the IQX-200 family of scaleable Remote Access Servers. For additional company, product or financial information, visit the Osicom website, www.osicom.com, or call toll free 888-OSICOM8. For calls originating outside the United States, call 301-317-7710. Except for the historical information contained herein, the matters discussed in this news release are forward-looking statements that involve risks and uncertainties. The forward-looking statements in this release are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Actual results may differ materially due to a variety of factors, including without limitation the company's ability to develop, produce, and market products that incorporate new technology on a timely basis, that are priced competitively and achieve significant market acceptance; higher expenses associated with the development and marketing of new products; changes in product mix; risks of dependence on third-party component suppliers; inventory risks due to shifts in market demand; the presence of competitors with broader product lines and greater financial resources; intellectual property rights and litigation; needs for liquidity; and the other risks detai! led from time to time in the company's reports filed with the Securities and Exchange Commission. CONTACT: Boston Communications Osicom Technologies, Inc. Constantine Theodoropulos James True 617.912.1100 800.359.7710 ctheo@bcww.com jtrue@osicom.com

To: joe who wrote (2117)	5/9/1998 11:12:00 AM
From: Curtis E. Bemis	Read Replies (1) \| Respond to of 12623

more interesting-- Nah, no ulterior motive on his part (Metcalfe). He was just misguided and did'nt understand it all. The Internet survives-- Here is an interesting read, along these lines (Metcalfe, etc.) Go to techweb.com and search for "cerf" The URL's are too big to post here. You will see that apart from just the number of users and the speed of their links that are increasing, it is the bandwidth for the applications that are the drivers. IPMulticasting, Streaming apps, VoIP and quality, Virtual Private Networks (VPN's), etc ---

To: joe who wrote (2117)	5/9/1998 12:54:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 12623

A friend just sent this via email and it appears to be out today. It's true Ciena could be out-muscled by bigger players, but the question remains, When? And how Alan Jacobs can say they won't make earnings is beyond comprehension because I know for a fact the company would not have said that. Does anyone know how much influence an article like this might have? Later -- Pat <<<< Silicon Saturday: Ciena, Broadcom, Cdnow and Amazon.com By David Landis Special to TheStreet.com 5/9/98 12:15 AM ET A selection of some of the most intriguing tech stock ideas on the Web. The items presented do not represent the views of TheStreet.com; rather, the collection is offered as a service to our members who may be scanning the Web for stock-related information. Ciena Forbes.com (5/5) Ciena (CIEN:Nasdaq), maker of high-capacity fiber-optic systems, landed a one-year, $10 million contract to increase the capacity of Hermes Europe Railtel's fiber-optic network in late April. The stock jumped more than 3 to 52 1/8, and Merrill Lynch upgraded it to near-term accumulate from neutral. Unimpressed, Forbes.com warns that the company is being outmuscled by Lucent and Nortel, among others. Ciena's division multiplexing systems (DWDM) have leapfrogged competitors' systems and can increase a fiber's capacity as much as 40 times. But Ciena spent only $23 million on research in 1997, while rival Lucent spent some $3 billion more. Ciena also faces competition from telecoms like Nortel, Alcatel and Siemens, all of which offer switches, fiber-optic transmission terminals and other equipment that Ciena doesn't have. Ciena is trying to plug these holes with partnerships with Cisco and ATI Telecom International, but "Ciena is going to be on the treadmill of always having to come out with new technology first. They don't have the distribution or pricing power to muscle other people out," says Michael Neiberg of Furman Selz. Alan Jacobs of Avalon Research Group figures the stock could trade as low as 27. It is now around 54. "Whatever the Street is expecting, they won't get" from Ciena's earnings, due later this month, he says.>>>>