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الموضوع في 'السوق الأمريكي للأوراق الماليه' بواسطة الاســــتا ذ, بتاريخ ‏25 فبراير 2002.

  1. الاســــتا ذ

    الاســــتا ذ عضو محترف

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    ‏31 أغسطس 2001
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    New CIR Report Forecasts Where the Hope Lies for Optical Switching

    CHARLOTTESVILLE, Va., Feb 25, 2002 /PRNewswire via COMTEX/ --

    According to Communications Industry Researchers, Inc., a leading industry analyst firm based here, the downturn in the rate of growth in the telecom sector is forcing suppliers of optical switching subsystems and components to seek out greener pastures.

    All-optical cross-connect products from companies like AcceLight, Corvis, Calient and Lucent have been relegated to niche product status, while OEO cross-connect products from market leaders Ciena and Tellium use mostly conventional electronic switching chips.

    Companies like OMM, Onix Microsystems, C Speed and Corning, which expected big returns from this space, are now faced with tough decisions on where to turn for business.

    Where lies the promised land?

    CIR's newest report, titled The Future Of Optical Switching: A Market Forecast, 2002-2006, states that suppliers of optical switching devices are seeing new hope in the traditional protection/restoration markets.

    CIR believes that, while the OXC and ROADM markets may be "sexier," the optical business is where the opportunities lie.

    Despite its relative maturity, the protection and restoration segment will actually grow somewhat faster than the optical switching components/subsystems market as a whole over the 2002-2006 period.

    Opto-Mechanical to Survive

    In harmony with the current "back to the future" movement by optical switching device manufacturers, CIR expects the market for conventional opto- mechanical switching devices to continue to grow over the next five years.

    This is good news for JDS Uniphase, which has dominated this space for many years. But, the research firm believes that this is also an area where new entrants can break into the market with innovative technologies that provide better optical performance-for example, solutions based on photonic crystals or moving fiber designs. Furthermore, CIR anticipates seeing an increasing role for 2D MEMS in optical protection switching.

    2D MEMS can offer smaller footprints and lower costs (if high volumes are achieved).

    Therefore, it is not surprising that firms such as ADC and DiCon have already introduced small MEMS devices that compete directly with traditional opto-mechanical protection switches. It is also not astonishing that OMM, the most visible MEMS subsystems manufacturer, has abandoned 3D MEMS because it believes that the money will be found in small matrix switching applications, many of which are in the protection/restoration sector.

    In fact, CIR predicts that, by 2006, 45 percent of the revenues from the protection-switching segment will come from 2D MEMS devices.

    Also in the Report

    In addition, The Future of Optical Switching provides projections for switching components and subsystems based on liquid crystal, solid- state/waveguide, 3D MEMS and OEO technology, as well as for fully integrated optical switching systems.

    CIR's estimates of expenditures on optical switching are based on its deep understanding of customer buying patterns, guided by an ongoing interview program with service providers, equipment vendors and subsystems/components producers.

    By tracing the demand from the needs of the carriers through to the expected demand for the optical switching chips, this report paints a realistic picture of where money is, and is not, being spent in the optical switching market.

    The report is available from CIR at a cost of $2,495 in hardcopy and is also available in electronic versions. Please visit the CIR web site at http://www.cir-inc.com for additional information.

    Members of the press may receive an Executive Summary of the report by contacting Meg Morris via email at meg@cir-inc.com.

    CIR is a leading industry analyst firm specializing in the areas of optical networking systems, software and components.

    Through its reports, market advisory services and custom client engagements, CIR provides insightful research, analysis and consulting services for the optical market.

    CIR relies upon service provider activities and "demand side" research as the basis for its opinions and forecasts, so as to provide realistic and credible analysis and insights for both its clients and the industry at large