TELLIUM - Hot Optical IPO !!! - 500 Beiträge pro Seite

[Nix Wasa]

Hi All !!

Kaufen oder nicht ???

TELLIUM INC (NasdaqNM:TELM)

IPO die woche !!!

Nix Wasa

[siscoinvestor]

Hi Nix Wasa!

Hoffe es reicht, um dir ein Bild zu machen!

http://www.redherring.com/story_redirect.asp?layout=story_ge…

http://www.upside.com/texis/mvm/story?id=3af2f5081

http://www.cnbc.com/cd/gx.cgi/cs?pagename=FutureTense/Apps/X…

und sonst kannst Du dich mal hier umsehen:

http://www.lightreading.com/trading/


Gruss

siscoinvestor

[Nix Wasa]

Hi All !!!

Wer ist in Tellium Investiert ??

Das wachstum ist ja verhoragend und wenn das so weiter geht läst sich sicher ein Geld verdienen. Tellium wurde im April 1997 als MWD, Inc. von ehemaligen Mitarbeitern des renommierten Bell Communications Research, Inc., auch als Bellcore bekannt, gegründet

Die Zahlen:

01.07.2001 Umsatz 30,40 Mill + 95 %
01.04.2001 Umsatz 15,60 Mill

Die Schätzungen belaufen sich für 2001 auf 130 Mill das währe 32 Mill je Quartal.

Und auf 288 Mill für 2002 das währe 72 Mill je Quartal.


Die Zahlen !!!
Wednesday July 18, 6:39 pm Eastern Time
Press Release
Tellium Reports Second Quarter 2001 Results
Revenues of $30.4 Million Reflect 95 Percent Growth Over Preceding Quarter
OCEANPORT, N.J.--(BUSINESS WIRE)--July 18, 2001--

Second Quarter Highlights
Revenues of $30.4 million - up 95 percent sequentially.


Nix WAsa

[Zouzi1]

Für mich ein Geheimtipp. Über 50 Patente sind von dieser Firma schon registriert. Hoffentlich können die Manager die gutenProdukte auch gut vermarkten!!!!

[Nix Wasa]

Hi ALL !!!


!!! Gute NEWS !!!!



Tuesday November 27, 2:45 pm Eastern Time
Press Release
SOURCE: Tellium
Tellium Posts More Than 50 Percent Market Share Gain in Optical Core Switching Market
RHK Study says Tellium`s Market Share to Grow Faster Than Others
OCEANPORT, N.J., Nov. 27 /PRNewswire/ -- According to a new study released today by RHK, a leading market research firm with headquarters in San Francisco, Tellium (Nasdaq: TELM - news) will increase its market share of the global optical core switching (OCS) market in 2001 by more than 50 percent from a year ago.

According to the study, Ciena will maintain its leadership in the estimated $465 million worldwide optical core switching equipment market, with a market share of 46 percent, dropping from 60 percent a year ago. Tellium is second in market share, and will own 29 percent of the market, an increase of 10 points of market share, or 53 percent growth compared to its 19 percent share a year ago. Tellium was the only company in the study to see double- digit market growth with nearly a ten-fold increase in projected annual revenues.

``This study divides the optical core switching market into three different segments -- edge grooming at STS-1 levels, core grooming at STS-48 levels and pure photonic switching,`` said Dana Cooperson, director of optical transport with RHK. ``We see different leaders emerging in each of these segments. Tellium is the leader in the core grooming segment and the only vendor shipping core grooming switches.``

The study also reports that Tellium will gain significant market share over its competitors, most of which will show little or no market share growth in 2001. Tellium, which went public in May, recently announced its third quarter financial performance, which for the second consecutive quarter, exceeded expectations. The company is the sole provider of optical core switches for DynegyConnect`s new network, the largest optically switched mesh restoration network in the world.



Nix Wasa

[Grennhorn]

Hallo nix wasa

bitte gib mal die WKN-Nr.
von Telm an.

Gibst sonst noch was zu Partnern
Patenten etc. zu berichten?

mfg Grennhorn

[Nix Wasa]

LOOL


Dell`Oro Group Projects the Worldwide Optical Transport Market will Reach $57.3 Billion in 2005



Redwood City, CA-January 18, 2001 - According to Dell`Oro Group, the Worldwide Optical Transport Market (incl. DWDM-Metro, DWDM-Long Haul Terrestrial, and SONET/SDH Multiplexers) will reach $57.3 Billion in 2005.

According to Shin Umeda, Principal Analyst at Dell`Oro Group, "Internet traffic will continue to grow rapidly and Service Providers will need to expand the capacities of the optical transport networks to meet bandwidth requirements." Dell`Oro Group`s WAN FiveYear Forecast asserts that technology driving the growth will be DWDM - Long Haul and Metro technologies.

Worldwide Optical Transport Market Forecast

Revenue in $Billions ............2000 .....2005
DWDM.....................................$7.4..........36.5
SONET/SDH Multiplexers....$16.1......$20.8
Total ...................................$23.5......$57.3
.


According to the report, the SONET/SDH Multiplexer market will peak in 2003, and then begin a gradual decline. Dell`Oro Group believes that Service Providers will spend less on legacy SONET/SDH Multiplexer equipment and look to new technologies to improve efficiencies in their networks; specifically in the area of transporting data traffic and the ability to manage and provision optical circuits.

About Dell`Oro Group
Dell`Oro Group is a market research firm that specializes in providing accurate and timely data on the networking industry. Dell`Oro Group`s WAN Five Year Forecast tracks Multiservice WAN Switch-Core & Edge, WAN Routers-Core & Edge, WAN Routers-Broadband Aggregation, DWDM-Long Haul, DWDM-Metro, and SONET/SDH Multiplexers.


Nix Wasa

[Nix Wasa]

Hi All !!!

Na endlich, hat ja eine Ewigkeit gebraucht bis der NASDAQ wieder unter die 1900 ist.

Vielleicht wird sie ja noch ein wenig billiger. **fgggg**


Empowering the Core Optical Network

The Aurora Optical Switch is currently shipping at an industry-leading capacity of 1.28 Tbps. Scalable to 20 Tbps, the Aurora Optical Switch supports the continued increase in network bandwidth.





Ciau

Nix Wasa

[Nix Wasa]

Hi All !!!

Tellium`s StarNet WMS, the management software


Bin mal gespannt auf die Zahlen ??

Wer hat sich eingekauft von euch ????

Welcome to the Internet Broadcast of Tellium, Inc.`s Investor Relations Event

In preparation for the Webcast, we recommend completing the Pre-event System Test located at the bottom of this page.

Date: Thursday, January 31, 2002
Time: 5:00 PM ET
Duration: 1 Hour
Purpose: Q4 2001 Tellium, Inc. Earnings Conference Call



Switching Standoff


By Joe McGarvey


With the entire telecommunications industry entering 2002 with no clear picture of whether or not a recovery will occur before the end of the year, it should come as no surprise that forecasts for specialized segments of the market are just as cloudy.
Nowhere is there a greater amount of fog to be found than in the optical-switching space. Several suppliers of optical gear are offering fundamentally different versions of what they believe carriers will require to build out their networks. While the actions of customers are usually the best method for resolving technological debates, major carriers have deferred their long-range optical-switching plans to the point where enough ambiguity exists for each player to continue to talk up its approach.

And that`s exactly what they have been doing. In an optical-networking conference conducted this week by the CIR research firm in New Jersey, representatives from four system makers — Altamar, Calient Networks, Ciena and Tellium — participated in a panel discussion designed to clear some of the air in the optical-switching space. As expected, most of the participants recited well-known marketing pitches, forging temporary alliances with rivals on some issues and drawing strict distinctions with the approaches of competitors on other issues.

If there was one thing that most of the panelists came to an agreement on, it was that a significant market for all-optical switches would not develop for several years.

"It will be three to five years [for large-scale adoption of pure photonic switches]," said Krishna Bala, chief technical officer and co-founder of Tellium. "I believe the hardware is a year away from being stable and it will take another six to nine months for software integration."

Kyle McIntosh, vice president of product-line management at Ciena, backed up Bala`s prediction, suggesting that it will be another four years before carriers have a burning desire for all-optical switches.

The lone system maker in disagreement, of course, was Calient, which announced in November a deal to ship several of its pure-optical switches to Japan Telecom. Tim Dixon, vice president of marketing at Calient, said that his company would be responsible for a "healthy" amount of optical-switch deployments in 2002.

"To say all-optical won`t be here for five years is a fallacy," said Dixon.

While the Japan Telecom contract would obviously serve as Exhibit A in Dixon`s defense, insufficient information about the carrier`s plans allow room for critics of all-optical switching to voice their objections. Without full disclosure by Japan Telecom, some analysts suggest that the service provider is using the technology sparingly and only in failover situations.

Calient shouldn`t feel too badly about being victim of the paradox in which it is shipping products to a customer at the same time it is fielding questions about the existence of the technology. Lucent, which has been shipping its LambdaRouter for more than a year, has been in the same boat for some time. Neither of its two announced customers, Global Crossing or — once again — Japan — will give details about the way they are using or plan to use Lucent`s switches.

An additional irony in Calient`s predicament is that nearly all pundits and players agree that all-optical is the switching technology of the future. Striking another chord of agreement, all of the players believe that all-optic technology, like most product evolutions, will occur over time. Although no one on the panel seemed to notice, Dixon made a compelling point that, although the mass adoption of all-optical switches will take several more years, the transitional period is likely to start much sooner.

"It`s going to be a case of co-existence," said Dixon, referring to the simultaneous deployment of all-optical and electrical switches. "But you have to start building an architecture that gives you that transition."

The case against the current need for pure photonic switching is multi-leveled. In addition to the technology not being sufficiently hardened, critics also say that even if the technology were ready for prime time, nobody would have a need for it. All-optical technology has primarily been associated with switches with port counts beyond a thousand. As DWDM gear increased in density to divide a single fiber into 160 channels, many industry observers predicted a need would materialize for large optical switches that would sit at junction points that contained thousands of wavelengths, all needing to be diverted to different locations.

Whether you blame the telecommunications slowdown or exaggerations of the growth rate of the Internet, no carrier currently has enough traffic demand to require a switch of that size. Makers of optical switches, and even manufacturers of components for all-optical devices, say that carriers can still save costs today by deploying switches with modest port counts but capable of scaling to several thousand ports.

Janusz Bryzek, president and chief executive at Transparent Networks, the only all-optical component-and-module maker on the panel, says that the ideal switch for today`s market would scale from a few ports to as many as 8,000.

Even a scalable all-optical switch won`t be a hot item in today`s market, countered Tellium`s Bala. He said that a dramatic drop in the cost of electronic equipment for OC-192 ports has eliminated much of the cost advantage of all-optical equipment. As a result, said Bala, demand for all-optical switching will develop in conjunction with a large demand for 40 gigabit-per-second equipment.

Others suggested that the first real opportunity for all-optical switching will be in the ultra-long-haul market. The theory is that carriers that want to switch wavelengths at intermediate points along a route that spans several thousand miles will want to use pure-photonic technology, which does not require carriers to regenerate the signal.

It`s likely that a resolution to the optical-vs.-electrical debate will not be settled until at least one carrier commits to putting a significant amount of its traffic through all-optical switches. In a sense, however, Tellium faces the same sort of uncertainty regarding its switches, which use an electronic switching fabric.

Although Tellium holds contracts worth close to $1 billion, two of its three current customers have yet to demonstrate that they are fully committed to the company`s technology. Cable & Wireless, for example, recently postponed a decision on the type of core optical switch it will deploy. Qwest, another one of Tellium`s three announced customers, recently altered the terms of its contract and added flexibility that could allow the carrier to vacate the contract without purchasing all of the $400 million in gear that it originally agreed to buy.

Dynegy, Tellium`s first customer, is currently operating an optical mesh that uses more than 40 of Tellium`s switches.

As is well known by this point, Tellium differs from other optical switches with electronic fabrics, such as those from BrightLink, Sycamore Networks and market leader Ciena, in that it does not groom below the wavelength level. Bala said that the decision not to do Sonet grooming was a reflection of the carriers that Tellium was pursuing and the position in the network the switch was targeted for. The Tellium switch, said Bala, is designed for the world`s largest carriers, which have enough data traffic to require a wavelength-level switch in their cores.

Tellium positions its Aurora switch as a complement to a grooming switch, which would be located closer to the network edge. The Tellium switch, says Bala, would transport wavelengths that were either packed with a grooming switch or a core IP router.

Although Cisco was the lone company on the panel with a significant amount of customers, McIntosh spent much of his time on the panel defending insinuations that Ciena`s CoreDirector was more of an edge switch than a device for the core of the network. McIntosh said that Ciena`s switch was installed in the core of dozens of carriers and was capable of switching whole wavelengths of traffic, in addition to breaking wavelengths down into smaller sizes.

Tellium`s Bala and Altamar`s Marc Schwager, vice president of marketing, said the CoreDirector was inefficient at moving wavelengths because it broke everything into 51-megabit streams. Schwager said that using CoreDirector as a wavelength-level switch was the equivalent of driving a car on the freeway in first gear.

McIntosh, however, said that carriers would not suffer a performance or reliability decline by using CoreDirector to divert wavelengths. Although the switch does break wavelengths down into STS-1s, McIntosh said both the switch fabric and management system is smart enough to manage the individual streams as if they were a single wavelength.

"With software bundling, we can treat STS-1s as a single bundle, just like a line switch," said McIntosh. "That argument just doesn`t fly."

Like all debates on the topic, it was impossible to pick a winner. Until carriers make a discernable commitment to all-optical switches or deploy a combination of grooming and wavelength switches in their backbones, the race in the core optical-switching market will continue to be a draw.



Copyright (c) 2001 Ziff Davis Media Inc. All Rights Reserved.


Nix Wasa

[Nix Wasa]

Hi All !!!

Bin mal gespannt auf die Zahlen heute abend !!

Wer von euch hat den Tellium gekauft ??

Report: Tellium Core Switch Takes Hold

RHK says Tellium holds 29 percent of the $465 million worldwide optical core switching market (located mainly in the U.S., Canada, and Europe) and 34 percent of the $380 million North American market.







In 2000, Tellium owned 19 percent of a market valued at roughly $83 million, essentially isolated to North America, according to RHK. The new estimates give Tellium a 10-point market share gain.

RHK`s figures also show Ciena Corp. (Nasdaq: CIEN - message board) has dropped 14 points in its worldwide share -- a situation that RHK says indicates carriers are preferring Tellium`s switches over other vendors` in core networks.


Indeed, RHK says Tellium is the market leader for core grooming switches, which selectively aggregate and manage specific STS48 links (2.488-Gbit/s increments of larger Sonet connections) between carrier central offices. RHK says Ciena leads in edge grooming, where STS1 granularity is needed to effectively bring enterprise traffic and private lines into the optical core.


So far, RHK says, a lack of products precludes any leadership in pure photonic switching, the third category in RHK`s optical switching taxonomy.


Opinions differ as to why Tellium`s share has grown so much so fast. "The marketplace is speaking. Our product actually does what we say it does," says Tellium CEO Harry Carr. Tellium`s choice to focus exclusively on selling its switches as a core solution is paying off, he maintains, because carriers see savings in capital and operating costs with a switch tailored to fit core requirements without extra programming or modification.


RHK thinks there is substance to Tellium`s claim of being more economical, but the firm hasn`t been able to nail down the specifics. "There appears to be some kind of time factor involved," says Dana Cooperson, director of optical transport at RHK. She thinks Ciena switches may take a trifle longer to set up for STS48 grooming than Tellium`s are -- which translates to a bit more operating expense. But she is careful to say her research isn`t completed yet and that she needs to confer with Ciena before making a final call.


Ciena, not surprisingly, isn`t buying any of this. Spokespeople say they don`t see any decrease in Ciena`s presence or increase in Tellium`s competitive threat among carrier customers. "This is one market researcher`s opinion," says Dennis Bilter, senior director of marketing at Ciena. As for assertions that Tellium`s gear may be more intuitive in managing core links, he asks: "Do you really think carriers would buy switches from us for their core networks if they were more expensive?"


And Bilter says "many customers" are using Ciena`s switch in core applications, which speaks to his argument with RHK`s approach to sizing the market. "I don`t know where they`re getting their categories. If you look at a scorecard of carriers buying switches and look at who they`re buying from, at the wins and losses, you`ll get a good indication of what`s happening," he asserts. Right now, Bilter maintains, Ciena has 19 confirmed carrier customers. "And the list isn`t declining."


In time, the numbers and customers would have to confirm whether Tellium is indeed stealing business from Ciena. Right now, such evidence is difficult to document. Despite better-than-expected quarterly results and stock lockups that exhibit management confidence (see Tellium Stock Pops After Earnings and Tellium Execs Lengthen Their Locks ), just two customers are generating revenue for Tellium -- Dynegy Inc. (NYSE: DYN - message board) and Qwest Communications International Corp. (NYSE: Q - message board).


Harry Carr is standing by claims that more announcements will be coming forth before year`s end. "There`s no change to that guidance," he says.

— Mary Jander, Senior Editor, Light Reading
http://www.lightreading.com



Nix Wasa

[Nix Wasa]

Abend !!!



Würde sagen super Zahlen !!!

Thursday January 31, 4:15 pm Eastern Time
Tellium posts profit instead of expected loss
OCEANPORT, N.J., Jan 31 (Reuters) - Networking company Tellium (NasdaqNM:TELM - news) on Thursday posted a fourth-quarter profit instead of the loss Wall Street expected.

The Oceanport, New Jersey-based company said its profit for the quarter was $1.7 million, or 1 cent a share, compared with a loss of $7.4 million, or a loss of 6 cents a share, in the third quarter. It did not provide year-ago comparisons as it launched its initial public offering last May.

Analysts had expected a loss of 4 cents a share, with loss estimates ranging from 2 cents to 4 cents, according to Thomson Financial/First Call.

Revenues for the quarter rose 25 percent from the third quarter to $50.2 million.

Tellium last month repeated that it expects to report fourth-quarter revenues between $44 million and $49 million.


Nix Wasa

[FockeWulf190De]

HAHAHAHAHAHA

Hab mir ebend mein ganzes Depot vollgeknallt !!!!

ZU BILLIGSTPREISEN IN DEN STAATEn !!!

War fast schon auf 4.5 $ runter