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Technology Stocks
Fiberspace Investing
An SI Board Since March 1997
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525 16 0 GLW CIEN
Emcee:  Sam Citron Type:  Unmoderated
Introduction Market Data Compact
George Gilder has recently written that photonics will soon be to communication what electronics are to computers. I dedicate this thread to the quest for promising investments in the photonics and optic-electronic industries.

The largest IPO in history came public recently with Ciena being awarded a market cap of nearly $4 billion, in spite of its short operating history and minimal profits. What Ciena offers is a technology known as WDM (wavelength division multiplexing) that permits a sixteen-fold increase in the bandwidth of single-mode fiber.
But while Ciena has some good contracts with telecommunications carriers, it is by no means the only player in WDM space. Lucent, Alcatel, Corning, Uniphase, SDL and others are very active in this area as well.

I would like this thread to become a gathering place for objective information as well as subjective interpretation and analysis focusing on the entire fiberspace arena.

SC
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525Corning Sees the Light in LCDs [WSJ] Further Comeback Rests on Falling Costs, GrSam Citron-4/17/2006
524Company Finds Clinton Useful, and Vice Versa [NYT] By MIKE McINTIRE and RAYMOND Sam Citron-4/12/2006
5237:31AM GLW started with an Outperform at Thomas Weisel 11.10: Thomas Weisel initSam Citron-11/18/2003
522In Utah, Public Works Project in Digital [NYT] By MATT RICHTEL SALT LAKE CITY -Sam Citron-11/17/2003
521Gary, One factor was the flip side of all that DWDM investment that boosted theSam Citron-8/5/2002
520How quickly things have changed! Who would have guessed that overcapacity wouldGary Walker-8/5/2002
519The Fiber Optic Fantasy Slips Away By SIMON ROMERO and SETH SCHIESEL NY Times 2/Sam Citron-2/19/2002
518 64-port Fibre Channel Switch..... OK, now that I have your interest. Is this Gary Walker-2/8/2000
517 Hiram, I hear that you have gone off to Yahoo. Why? Is there any way I can lurSam Citron-2/7/2000
516 this is not rumor control: more on the lucent-ascend courtship via <i>theBeltropolis Boy-5/13/1998
515 >Lucent v. Cisco pathfinder.com let's get ready to rum-bull! swell linBeltropolis Boy-5/11/1998
514 Peter, NT is definitely a strong contender. Their telecom over powerlines techSam Citron-5/11/1998
513 Good article, thanks! They did leave out the #3 player, I think. NT is right tPeter Moyer-5/11/1998
512 Sam, you should have picked another poster. I think CSCO is losing its lead,itHiram Walker-5/10/1998
511 Lucent v. Cisco pathfinder.com Hard to predict the outcome here. It's assuSam Citron-5/10/1998
510 Sam, the utilities are coming on strong,as you thought. I just thought I wouldHiram Walker-5/4/1998
509 Power Companies Could Be Communications Powerhouses Sam Citron-5/1/1998
508 How to license fiber in Palo Alto: city.palo-alto.ca.usSam Citron-4/8/1998
507 Simple Fiber Glossary: city.palo-alto.ca.usSam Citron-4/8/1998
506 Sorry, Doug. I don't follow your question. All I know is that Barrons reporSam Citron-4/6/1998
505 Sam, I saw that HLIT buying report, also. What's the latest in that issuDoug (Htfd,CT)-4/5/1998
504 Tim, Thanks for the heads-up on potential use of DWDM by MSOs. Speaking of HLISam Citron-4/5/1998
503 Sam, I thought you may be interested in this,invisible hubs from HLIT. TCI is iHiram Walker-4/5/1998
502 Everything you ever wanted to know about undersea fiber: diveweb.comcraig crawford-3/8/1998
501 P-COM (PCMS) is also mentioned as a "pure-play" on wireless to Interndavid waitt-1/30/1998
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