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Technology Stocks : TLAB info? -- Ignore unavailable to you. Want to Upgrade?

To: John Carragher who wrote (5130)	3/17/1999 12:07:00 AM
From: Beltropolis Boy	Respond to of 7342

>Does this have any potential impact on tlab? Ciena Confirms Purchase Plans for Lightera, Omnia john. frankly, i'd never heard of either of these two companies, but that obviously doesn't mean jack. so, i can't fully answer your question, however, you may be interested in excerpts i've culled from electronic engineering times and linked below. as previously discussed on this board -- most recently after the TLAB-CIEN imploded merger talks -- digital cross-connects and optical cross-connects can co-exist, because they reside on different parts of the network. it's generally viewed that carriers will likely groom the digital domain before placing data onto the optical network. then, as the move is made to larger optical networks, they will groom in the optical layer and 'sub-groom' at the digital level. this goes a long way to explain TLAB's insistence that the optical network does not obsolete their TITAN product for the foreseeable future. i believe this is further exemplified in the last paragraph of the EET piece. -chris. ----- Ciena Spends Nearly $1bn For Omnia, Lightera 03/16/99, 10:35 a.m. ET By Loring Wirbel, EE Times Ciena CEO Patrick Nettles said "[o]ne of the exciting things in our deal is the absolute commonality of vision in the three companies." . . . The new Omnia and Lightera offers represented a common interest in building optical backbones, stemming from a belief that "TDM (time-division-multiplexed) networks just didn't scale to terabit class." Omnia, developer of the AXR 500 Sonet access system that employs ATM quality-of-service bandwidth shaping, has a metropolitan system that will interface with Ciena's MultiWave Metro DWDM system. Michael Champa, president and chief executive of Omnia, predicted at least one generation of separate AXR and MultiWave Metro products would be developed, but that a natural evolution would be to combine short-haul DWDM and metropolitan access products. Lightera, which only introduced its products last week, uses a mesh-based cross-connect/section-regeneration switch architecture, CoreDirector, capable of scaling to 40 Tbits/second. Ciena executive vice president Steve Chaddick said his company and Lightera shared the view that it was far more cost-effective to pursue electronic-based optical path switching for broadband networks than to pursue short-term development of true optical-domain switching, though Ciena intended to maintain long-term development efforts in the latter category. techweb.com