Message-ID: <29749236.1075840988468.JavaMail.evans@thyme> Date: Wed, 16 Jan 2002 16:57:42 -0800 (PST) From: unsubscribe-red_herring-2884324-3078@survey.agora.com To: alewis@ect.enron.com Subject: Introducing the Optical Oracle Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: quoted-printable X-From: "Light Reading" @ENRON X-To: Red Herring Subscriber X-cc: X-bcc: X-Folder: \ExMerge - Lewis, Andrew H.\Deleted Items X-Origin: LEWIS-A X-FileName: andy lewis 6-25-02.PST =09=09[IMAGE] =09 =09=09[IMAGE] =09 =09[IMAGE]=09=09 =09Dear Red Herring Subscriber: Are you interested in a new breed of mark= et analysis, covering both public and private technology companies - one th= at analyzes markets from the ground up and filters through the hype? Lig= ht Reading's Optical Oracle (www.opticaloracle.com ), a leading independent= technology research service, has been doing exactly that - tracking the ne= xt wave of developments in optical networking technology and services. T= argeted at investors and technology leaders in both the private and public = markets, Optical Oracle was launched last spring and has already published = nine groundbreaking monthly reports, including examinations of telecom carr= iers, communications chip players, optical switching, optical components, a= nd IP networking gear. With a unique blend of financial and technological a= nalysis, the Oracle has already garnered a reputation for spotting trends a= nd making gutsy calls. Now that evidence is building that the communicat= ions industry is bouncing along the bottom, what's next? Though startups= and public companies have been hit hard, optical technology is still layin= g the foundation for the next wave of growth. In short, it's opportunity ti= me; and some of the bigger players are stepping up their involvement in op= tical technology. Consider that: [IMAGE] [IMAGE][IMAGE]Intel Corp. = has purchased a portfolio of optical and next-generation communications chi= p startups - including Cognet, LightLogic, nSerial, and Templex - for a tot= al of about a half billion dollars. It has also invested in a portfolio of = more than 30 startups. Much of this activity has taken place over the last = year, fitting with Intel's reputation for investing during a downturn. [I= MAGE] [IMAGE][IMAGE]Spending among a handful of the top telecom carriers,= though in decline over the last two years, still amounts to well over $50 = billion and is expected to become increasingly focused on efficient next-ge= neration technologies that lower costs. [IMAGE] [IMAGE][IMAGE]Leading t= echnologists frequently refer to optical networking technology as in the "v= acuum tube" stage of its development life cycle. [IMAGE] [IMAGE] [IMAGE] = How has the Optical Oracle covered these trends? Our reports provide a deta= iled, opinionated analysis of the product and financial positioning of comp= anies attacking the various markets. Optical Oracle also continues to d= eliver, in electronic form, news alerts about developing Light Reading stor= ies, ahead of publication on the free Light Reading Website (www.lightreadi= ng.com ). For example, in November, Optical Oracle alerted readers, in adv= ance of the news, to major layoffs at Nortel, management shifts at Cisco, a= nd the acquisition of Pacific Broadband by Juniper Networks. Subscribers to= our service receive these alerts in addition to the monthly electronic new= sletter. The current Optical Oracle reports on the networking "Big Shots= ," including a competitive analysis of the leading public telecom equipment= market players: Alcatel (NYSE: ALA), Cisco (Nasdaq: CSCO), Lucent (NYSE: L= U), Nortel (NYSE: NT), and Tellabs (Nasdaq: TLAB). [IMAGE] [IMAGE][IM= AGE]Follow this link to see the table of contents for this report. [IMAG= E] [IMAGE][IMAGE]Follow this link to see a sample competitive positioning= table, for Cisco Systems , from this report. [IMAGE] To view these exc= erpts, you will need Adobe's Acrobat Reader. If you do not have it, it can = be obtained for free at the Adobe web site . [IMAGE] [IMAGE] [IMAGE] We ar= e offering this service to Red Herring subscribers at an introductory rate = of $899 per year. Note that the price will rise to $1,295 on February 1, 20= 02! To join Light Reading's inner circle, go to www.opticaloracle.com . = Thank You. Sincerely, R. Scott Raynovich Editor The Optical Oracle= =09=09 =09[IMAGE]=09=09 [IMAGE]=09 As a subscriber to Red Herring, we thought that this promotion= al opportunity might be of interest to you. If you'd like to unsubscribe f= rom this promotional list, please respond to this message with "unsubscribe= " in the subject line. =09[IMAGE]=09