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To: Hiram Walker who wrote (1945)	8/22/1998 5:39:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"On the other side it TCOMA which is installing MetroDWDM in 14 cities,100 communities for local access,that is being provided by HLIT(Rah Rah!!)." Hiram, I directed a post to you, but you may have missed it. I was directing it to you, while responding to Frank. Here was my question: Message 5514320 But it appears you just answered it. It seems HLIT did have some contracts with TCI. I went to try to find the press releases and I could not find them anywhere. Now as I recall, weren't we wondering if HLIT actually HAD the contracts locked up? Something like that? I wonder if you still have the links to those press releases announcing the deal. I'm definitely getting concerned about HLIT. Not ready to do the cliff diving yet! <G> Thanks, MikeM(From Florida)

To: Hiram Walker who wrote (1945)	8/22/1998 11:04:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 12823

<<On the other side it TCOMA which is installing MetroDWDM in 14 cities,100 communities for local access,that is being provided by HLIT(Rah Rah!!).>> Tim, on the other side too is MRVC, who is adding DWDM and Optical Internetworking capabilities to a full line of leading edge Networking Products, and they are developing a carrier class Terabit router to go with it. Their DWDM is only at 4 wavelengths now, moving to 8 before the end of the year, which is quite adequate for now on the enterprise LAN side of the market (who else has even that much available this quarter?). They also are eyeing the carrier market, which will require higher DWDM levels, but they have an excellent R&D staff and I think their DWDM levels will increase fast. They also are the only company with a DYNAMIC DWDM product offering, I believe, and they are advertising Gigabit Ethernet at over 150 miles, using their DWDM, with OC-48 and OC-198 direct interfaces to their switches, early in 1999. They also have fiber optic products for the Cable and FTTC industries too. I think they are well positioned for the future. For more information see their recent DWDM announcement, below or their White papers at nbase.com Message 4786254

To: Hiram Walker who wrote (1945)	8/24/1998 9:49:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

Denver and Hiram, et al, T's newly combined properties, taking TCG and TCOMA into account, represents a complete covering of existing and newly emerging DWDM opportunities that must, almost by definition, be satisfied by a number of different players whose central areas of specialization differ quite radically. They now have requirements (assuming the TCOMA thing is finalized, TCG's has already been solidified) for short haul MAN and traditional WAN-oriented DWDM; long haul DWDM on the Interstates and International, including optical cross connects and optical routers; Cable TV of the type needed for AM/FDM + digital video, Telephony/SONET, etc. There is also an overriding mandate on the part of such a large entity as T to diversify its sourcing, for a number of reasons which should be obvious, which contributes further to the need for additional suppliers. Furthermore, I don't think that T would lock itself into a situation where it was fully dependent on the proprietary capabilities of a single vendor. FWIW, Frank C.

To: Hiram Walker who wrote (1945)	8/24/1998 11:19:00 AM
From: DenverTechie	Respond to of 12823

Of course, you are right about this being a hodge-podge of companies. And I missed Harmonic Lightwaves. But the question was who might benefit from T cancelling the Ciena deal and I still believe all these companies might benefit as someone on here has already pointed out. The companies with no known market as of yet are usually in talks with providers ahead of commercial availability if they have innovative products coming on line. Happened all the time at Time Warner Cable, we would know of products coming up before they ever hit the news as being available coming up that we needed so we'd wait for it and be the first on the block with the technology. You may have seen that the cancellation of the Ciena deal with T made a big splash over at Tellabs, with repercussions to be felt for quite some time I believe.