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


To: Gary Korn who wrote (2305)6/12/1998 2:48:00 AM
From: craig crawford  Read Replies (2) | Respond to of 12623
 
FINALLY an article that got it right and identified Ciena as the best WDM provider. Kudos to thestreet.com

Short Stories: Ascend Shorts Are Hurting -- and Quiet
thestreet.com

Phone carriers such as Sprint (FON:NYSE) and Bell Atlantic (BEL:NYSE) are touting plans to build a new kind of network to transport phone calls and data messages simultaneously. One part of these networks will use so-called dense wavelength division multiplexing, or DWDM, boxes that boost bandwidth -- the amount of information that can cross a network -- by sending multiple light waves through an optical fiber. Suppliers are hustling to meet the carriers' demands: Tellabs (TLAB:Nasdaq) is buying Ciena (CIEN:Nasdaq), the best builder of DWDM, to secure a spot in this game.

So Lucent, a mammoth phone supplier spun off from AT&T (T:NYSE) in 1996, has to make some changes. Lucent is trying desperately to cook up its own DWDM solution. And it might go shopping for the other piece, a strong ATM/frame relay product.