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

To: William Grady who wrote (2681)	9/5/1998 11:31:00 AM
From: Curtis E. Bemis	Read Replies (2) \| Respond to of 12623

Hi-- Thanx for posting that snip-- <Revolutionary New Optical Switch Technology> There are a number of "enabling technologies" and innovations that are required to reach the Holy Grail of an all-optical transmission network infrastructure. There are also a number of small, innovative high tech companies that are scrambling to provide just this niche and there is a lot of competition. What goes into the Optical Add Drop Multiplexor (OADM) and into the Optical Cross Connect (OCX) boxes are exactly these innovations. Ciena makes the OADMs and the OCX's and uses the optical widgets similar to that described in the article about OSC. Take a look at UniPhase (UNPH) as an example and I think CIEN uses some of the widgets from UNPH in their gear. UNPH had purchaed the entire IBM Zurich Laser unit, and similar from Phillips. I mention UNPH only because that is just an example of the competition that OSC is into and because CIEN uses stuff from UNPH. The entire field of opto-electronics is sizzling--in micro-lasers and all the other widgets necessary to make the all optical network happen; and this is necessary to support the revolution in data communications. Yup, tis positive for Ciena, but OSC is a tad lower in the food-chain than CIEN. All these widgets are needed.