Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Frodo Baxter who wrote (802)	9/5/1998 1:34:00 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 2025

Lawrence, I'm long CIEN, short TLAB. 30% arbitrage spread, plus/minus any unexpected surprises. Already did one round-way trade before ratio was adjusted. Good luck Jurgis

To: Frodo Baxter who wrote (802)	9/5/1998 8:34:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 2025

Seems clear that it's unclear that Ciena will hold the lead. I've read about tests from Nortel using 100 lightwaves and there's a little company called Harmonic Lightwaves (HLIT) which has a DWDM (working and installed) for Hybrid Fiber Coax HFC systems being installed by Cable TV companies. Everyone starts shaking when Lucent says they will muscle in. Whatever happens, DWDM is not a one company solution. No matter what happens, it seems like bandwidth will be widely available in the future. That will bode well for us all. There also seem to be developments in wireless transmission which are very exciting. If they'd (FCC) take the controls off what is suppose to be a free society, we'd probably see wireless modems selling 50 MBPS 2 way digital in less than a year. It would be cheap and easy to install. But, it would step on too many toes. Regards, Mark