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

To: jach who wrote (3004)	9/13/1998 11:49:00 PM
From: jach	Respond to of 12623

Ciena still has many customers ;SPRINT and Bell Atlantic here CIENA has begun producing 40-channel DWDM systems for Sprint Corp. that utilize 50 GHz channel spacings. Both the 40-channel systems and the 50 GHz spacings are industry _rsts. Sprint, CIENAOs _rst customer and a leading interexchange carrier, has signed a three-year supply agreement for the MultiWave Sentry 4000 system. The agreement followed successful factory acceptance testing of the MultiWave Sentry 4000 at SprintOs R&D laboratory in Burlingame, Calif. The system can be upgraded on a channel-by- channel basis to 96 channels, reaching a potential bandwidth of 240 Gbps. Scalability in the Sprint network is Ocritical,O says Marty Kaplan, who serves as senior vice president and chief technology officer at the long-distance carrier. CIENA has consistently delivered high-capacity DWDM systems to help meet the needs of SprintOs customers,O Kaplan says. OWith the MultiWave Sentry 4000, Sprint will continue its leadership position in voice and broadband services,O he adds. OCIENAOs 40-channel system and the companyOs contract with Sprint mark the first commercial deployment of the second generation of long-haul WDM systems,O says Matthew Steinberg, director of optical networking based in South San Francisco, Calif. OWith this deployment, CIENA continues to maintain its lead in deploying high-channel-count WDM systems. Bell Atlantic to Begin Installing CIENA DWDM Equipment in New Jersey Regional Bell Operating Company (RBOC) powerhouse Bell Atlantic has announced plans to begin installing CIENAOs DWDM equipment along a 17-mile New Jersey route as part of a First Of_ce Application (FOA) using DWDM. The carrier also intends to place DWDM equipment in its own private internal network. This is the _rst announced deployment of CIENA equipment by an RBOC. OThere is no doubt in my mind that we are going to expand DWDM deployment if this is successful,O says Bob Gallo, member, technical staff, Outside Plant Transmission and Future Technologies at Bell Atlantic. ODWDM provides a quick alternative for interof_ce (IOF) _ber relief over a new _ber/conduit installation.O The FOA, which connects two central New Jersey of_ces, will carry live traf_c along the Bell Atlantic network. The route is between the New Jersey cities of Freehold and New Brunswick and includes South River. Mr. Gallo characterized the demonstration as Oa step above a laboratory trial.O The FOA is part of a purchase agreement that CIENA has signed with Bell Atlantic for the next _ve years. General deployment is anticipated in the second half of this year, pending a successful FOA. CIENA's 40 Channel Units from page 1 OCIENAOs system is particularly attractive since it is an Oopen systemO that can interface directly to legacy (pre-exist- ing) optical transmitters,O says Stephen Montgomery, president of ElectroniCast, located in San Mateo, Calif. OThe CIENA system, for example, can interface to SONET/SDH transmitters, and to asynchronous equipment.

To: jach who wrote (3004)	9/13/1998 11:53:00 PM
From: jach	Respond to of 12623

Cable and Wireless and Ciena from latest newsletter; Cable and Wireless , SPRINT, Bell Atlamtic are major players Cable and Wireless Communications has activated the biggest, most comprehensive dense wavelength divi- sion multiplexing (DWDM) network in Europe. The network runs 600 kilometers between the coastal village of Porthcurno near Lands End and Bracknell in Berkshire. The high-performance network runs nearly the breadth of the United Kingdom, carrying back-haul traf_c from Gemini, the WorldCom/Cable & Wireless submarine network connecting the United States and mainland Europe. Gemini is a 60 Gbps system costing in excess of $500 million. The _rst link went into service ahead of schedule in February 1998, and full completion is expected before the end of the year. CIENA engineering led to the creation of a new 25 dB ampli_er (the standard model had been 30 dB) that enabled the concatenation of up to nine ampli_ers within a DWDM transmission link. The new design was neces- sary to meet Cable and Wireless CommunicationsO man- date that the route not include costly SDH regenerators. Other factors that led to the Cable & Wireless deci- sion to bring CIENA into the project include CIENAOs in-service upgrade capability; its ability to supply optical add/drop multiplexers; its optical networking orientation; and its sophisticated network managment system. OWe needed a fast and áexible solution,O says Nabil Badr, Cable & Wireless Senior Engineer, who was in charge of the technical solution for the back-haul net- work. OWe now have the state-of-the-art technology to satisfy our requirements.O The _rst traf_c along the network came from the Fiber Optic Link Around the Globe (FLAG), the world- wide networking behemoth considered the largest con- tiguous _ber optics network in the history of mankind. Second Major CIENA-Loaded U.K. System Now Under Construction CIENA also has been awarded a second contract by Cable and Wireless Communications. The purpose of this contract is to out_t with DWDM equipment a second network known as the Germany 6 Backhaul project, also in the United Kingdom. This project includes four inter- connected routes. Equipment installation for back-haul routes from opti- cal _ber cables connecting London and Germany has already begun. The U.K. routes to be serviced as part of Germany 6 Backhaul include Easton Nab-Bracknell, Bracknell-Winterton, Whitehall-Winterton and Scarborough- Winterton. OAs the largest DWDM installation in Europe, this gives us a visibility that is invaluable,O says Roger Bates, director of CIENA-U.K. OThe growing number of carriers in Europe will _nd us a ready and willing partner with a proven track record.O About Cable & Wireless Cable & Wireless is one of the worldOs leading providers of international telecommunications services. Its businesses provide 15 million customers in 70 countries with a complete range of international, domestic and mobile communications. Cable & Wireless is the worldOs third largest carrier of international traf_c, provides mobile communications in more than 30 countries and operates the worldOs largest, most advanced cableship áeet. Cable and Wireless Communications, created from the merger of Bell Cablemedia, Mercury Communications, NYNEX CableComms and Videotron, is the largest integrated supplier of telecommunications and television services in the U.K. Cable and Wireless Communications is the U.K.Os operating arm of Cable & Wireless plc. Cable and Wireless Communications Activates Europe's Largest DWDM Network Using CIENA Equipment Making Waves: The CIENA Report is published quarterly by the CIENA Corporation.

To: jach who wrote (3004)	9/14/1998 12:03:00 AM
From: jach	Respond to of 12623

GST telecom from latest newsletter A new CIENA customer is GST Telecommunica- tions, a competitive local exchange carrier (CLEC) that has extensive regional networks in the Western United States and Hawaii. CIENAOs order represents the _rst DWDM installation in GSTOs network, says GST spokeswoman Lisa Miles. GST will be using CIENAOs MultiWave Sentry 1600 equipment as part of its 500 mile Los Angeles-San Francisco network build. GST is the only CLEC to install optical _ber along the popular and important California route to this time. The carrier is swapping some _bers with IXC as part of a cooperative arrangement along the S.F.-L.A. route. In return, GST has secured _ber on a route connecting Los Angeles with Las Vegas and Phoenix. The company has also connected its Phoenix and Tucson operations via a long-haul _ber network. OWe selected CIENA because it met or exceeded all of our technical requirements,O says Kevin Wright, GSTOs chief technical of_cer. GST will use eight wave- lengths of OC-48 as part of its initial installation. When demand warrants, GST will scale to 16 channels. OCIENAOs equipment is compatible with various brands of _ber optic terminal equipment,O says Wright. OFlexibility is important to us and is one of the chief criteria we use when evaluating any system,O he adds. About GST Telecommunications New CIENA customer GST Telecommunications, headquartered in Vancouver, Wash., is a company on a mission. The competitive local exchange carrier is deter- mined to wire together with _ber optics its local phone companies in the Western United States and Hawaii. The carrier now provides local phone service to 14 markets, including Hawaii, California, Arizona, New Mexico, Idaho, Oregon, Texas and Washington. GSTOs product offerings include local dialtone, long distance, data and Internet services. GST has a 300 mile undersea _ber optic network in Hawaii that GST is using to connect six of the Hawaiian Islands.

To: jach who wrote (3004)	9/14/1998 12:11:00 AM
From: jach	Read Replies (1) \| Respond to of 12623

Again, here is Ciena analysis and hopefully after reading above posts may be coming to make obvious sense for some that still in doubt Ciena analysis (reasonable valuation 40-50$); key advantages on optical internetworking and wave division routing no-clue analysts and most investors are just looking at the near-term anoouncements but missing the following key areas: - Ciena technology - Installed base (SPRINT, Cable&Wireless, Bell Atlantic etc) - The actual products that are shipping and - Future optical internetrworking (going to be really really big) with optical internwrking supporting big fat optical wave pipes directly from switch routers such as 12000, data over optical will also support voice packets. This will open up data networking comapnies ssuch as csco to the voice world and in a much more competitive way; Future networks all will be pretty mcuh based on this technology such as Sprint; High-priced Voice switches, TDM and Sonet SDH Add/Drop muxes will be history - IMO, Ciena at this price is a big bargain, this mkt of optical networking will grow exponentially in the next few yrs that is like the Internet; doubling every nine months; Based on this mkt growth and ciena revenue/profit picture (including the possible deals lost from ATT and Teleport), IMO, Ciena reasonable valuation should be between 40-50$; and imo, tlab should be paying 1 share instead of 0.8