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

To: Chuzzlewit who wrote (2994)	9/13/1998 5:42:00 PM
From: Gary Wisdom	Respond to of 12623

For those of you still looking for explanations regarding Ciena's continued weakness, thestreet.com has a good article on how many deals where arbitrageurs are involved experience a phenomenon of massive selling due to margin covering. While Ciena was not specifically mentioned in this article, it can logically be extrapolated that this margin selling might have affected the price of the stock at day end on Friday. Guess we'll see tomorrow.

To: Chuzzlewit who wrote (2994)	9/13/1998 11:16:00 PM
From: jach	Read Replies (4) \| Respond to of 12623

more on Ciena and CSCO related news Shaping the Future of Optical Internetworking Cisco introduces its five-phase roadmap for optical internetworking. Cisco's plan include best-in-class products, partnerships, and the promotion of open, multivendor specifications for this exciting, new technology area. Optical internetworking enables service providers to build high-capacity, data-optimized service infrastructures without the cost or limitations imposed by separate SONET or SDH network elements. High-performance switches and routers are directly interconnected with optical fiber or with optical network elements such as wave-division multiplexers (WDMs) to create these infrastuctures. The need for optical internetworking continues to be driven by the ever-increasing bandwidth requirements of data services. Traditionally, low-speed trunks between switches and routers have been multiplexed with other circuits using SONET/SDH time division multiplexers (TDMs) to make efficient use of optical fiber facilities. In 1998, some service providers will begin deploying OC-48/STM-16 (2.5-Gbps) switch/router interfaces, but OC-192/STM-48 SONET/SDH equipment that could support such a high-speed input is not yet widely deployed. By interfacing directly to WDM equipment or to fiber, switches and routers can tap the enormous capacities made possible by advances in optical technologies. Since TDM is no longer required in these situations, the cost of separate SONET/SDH network elements can be eliminated. Five-Phase Roadmap Cisco's optical internetworking solutions will be delivered in five ongoing phases. Phase one, now well under way, lays the foundation for optical internetworking with the deployment of high-capacity switches and routers capable of supporting high-speed optical links. These systems can be deployed today over existing transport networks based on SONET/SDH or ATM. Cisco's 1997 acquisition of Skystone Systems, based in Ottawa, Canada, provided core expertise in SONET/SDH technologies and low-cost, data-oriented optical solutions. Phase two, begun in 1998, enables Cisco platforms to interface directly to the optical networking layer. Cisco will work with Ciena Corporation to develop and deploy optical internetworking solutions over WDM. As part of phase two, Cisco and Ciena, together with AT&T, Bellcore, HP, Qwest, Sprint, and Worldcom, have also established the Optical Internetworking Forum (OIF ) to promote the market-driven development of open specifications in the area of optical internetworking. In Phase three, Cisco platforms will be interfaced directly to optical fiber, providing simple, cost-effective connectivity for fiber-rich network, including enhanced management features and flexible, data-oriented solutions. In phases four and five, increasing data traffic loads and decreasing optical technology costs will enable optical internetworking to be extended to the inter-office/metropolitan service infrastructure, and ultimately, to customer premises. These new solutions will provide significant cost savings for providers. With the extension of optical internetworking to customer premises, the transition to a data-optimized network, free from the legacy TDM, will be complete. The evolution to a data-optimized optical internetwork, service providers will be able to provide Ethernet bandwidth (10-Mbps) capability to their customers at the equivalent cost of providing POTS (64K) services today. Building the New World Network Service providers are preparing for a new competitive environment dominated by data. In the new world, data-optimized networks that minimize voice/TDM legacy "baggage" and exploit high-performance optical and internetworking technologies will provide a significant cost advantage. By investing in Cisco's optical internetworking solutions, beginning with the deployment of gigabit switches and routers, service providers can position themselves for success. Cisco Teams with Ciena Cisco is partnering with Ciena Corporation, the industry leader in WDM systems, to pioneer the deployment of Optical Internetworking based on WDM. Initially, the Cisco 12000 gigabit switch router (GSR) will be connected to Ciena's long-haul WDM systems at 2.5-Gbps to address the immediate capacity needs of large Internet backbone networks. In the future, Cisco 8000 WAN switching systems will also be deployed over WDM. Cisco and Ciena will be working together to develop and deploy increasingly sophisticated optical internetworking solutions.