SI
SI
discoversearch

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.
Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (40576)12/22/1998 5:39:00 PM
From: MythMan  Read Replies (1) | Respond to of 132070
 
>>The way IBM is running, <<

what is this all about? Last Q the co said not to raise estimates. Stock has been a non-stop moonshot since.

We just went from spring to winter in 8 hours -g-

MM



To: Knighty Tin who wrote (40576)12/22/1998 7:37:00 PM
From: Mike M2  Read Replies (2) | Respond to of 132070
 
Mike, got me wood stove ready fer da cold days and me babes fer da cold nights. We will not burn much oil dis winter. ho ho ho Mike



To: Knighty Tin who wrote (40576)12/23/1998 8:24:00 AM
From: Ilaine  Read Replies (3) | Respond to of 132070
 
Mike, re Ciena:

Message 6943630

I would note that I am not impressed, so far, with their revenue growth, nor am I convinced that Ciena's technology is on the cutting edge. Ciena's founder, David R. Huber, is no longer associated with Ciena and has a start-up, Corvis, in Howard County, about half-way between Baltimore and Maryland, where he is constructing a 60,000 sq. ft. building and signed a lease on another 100,000 square ft. yet-to-be built facility. Huber was granted a patent on October 20, 1998, for "optical demultiplexers with grating reflectors." This courtesy of the Ciena thread. I have not run a search, but they say that Huber was on Ciena's patents, and this one is his alone.

FWIW, Coluccio says that optical switching is what the technology is heading toward, mechanical switches (Cisco) are kludgy. Lucent is making both, that's what the fight between Lucent and Ciena was about.