What is the prospect market of fiber optics communication industry

and Bell Telephone Company of Canada.. 1882 Due to Canadian patent rights problems, Bell Telephone Company of Canada launches its own manufacturing division in Montreal.. US company W

What is the prospect market

of fiber optics communication

industry?

POTENTIAL FUTURE OF FIBER OPTICS

COMMUNICATION? EE566 Class Presentation

Jia-Lock WONG September 10, 2003

POTENTIAL FUTURE OF FIBER OPTICS

Three Giants

LUCENT (www.lucent.com)

NORTEL (www.nortelnetworks.com) CISCO (www.cisco.com)

Profile & History

Lucent Technologies Inc

Profile & History

Lucent Technologies Inc

1996 Spun off from AT&T Established through

forming the soon-to-be-spun–off system and technology unit of AT&T, such as

Western Electric.

1996 –

2001

Progressed through acquisitions such as

Ascend, which made Lucent leading

provider of data networking

2001 –

2003 Focus on the largest communication provider, streamlines its portfolio to deliver

wireline and wireless products

Profile & History

Lucent Technologies Inc

• Owns Bell Research Lab (> 40,000 patented

inventions since 1925)

• First Optical Switch

• Fastest Transmission System over Fiber

• NO 2 manufacturer in Optical Communications

• NO 1 CDMA Devices manufacturer

Featured Products

Lucent Technologies Inc.

Wavestar TDM 10G Multiplexer

Transmit 12,000 encyclopedia volume in

a second from New Jersey to Califronia

Expertise in voice switches,

wireless base stations, fiber optic cables and transmission

equipments

Featured Products

Lucent Technologies Inc.

Dominates wireless broadcasting

equipments in North America such as GSM, TDMA and CDMA system

Profile & History

Profile & History

NORTEL Inc

1874 Mr Graham Bell from Brantford, Ontatio

patented his first phone in Canada Patent rights go

to the National Bell Telephone Company (U.S.) and Bell

Telephone Company of Canada

1882 Due to Canadian patent rights problems, Bell Telephone

Company of Canada launches its own manufacturing

division in Montreal

1914 The Northern Electric Company Ltd

established US company Western Electric owns 44 percent, and Bell Canada owns 50 percent

1966 Researchers at Bell-Northern Research (BNR) publish

the first paper considering the possibility of using glass

fibers to carry information.

Profile & History

NORTEL Inc

1972 Northern Electric opens its first U.S plant in Port Huron,

Michigan

1976 Northern Electric changes its name to Northern

Telecom, unifying international subsidiaries under the

corporate umbrella

1989 NORTEL becomes the first telecom supplier to

announce a complete family of SONET-standard

fiber-optic products

1999 Nortel Networks breaks its own speed and capacity

record by demonstrating Optical Internet systems that can carry up to 6.4 Terabits per second (Tbps) of Internet and other traffic over a single, hair-thin strand of fiber

Profile & History

NORTEL Inc

2000 Bell Canada (BCE) distributes 94 percent of its Nortel

Networks stake to shareholders The corporation is now a totally independent global company

2000 -

2003

Specialized in tunable lasers for optical networks and optical switching through acquisitions.

Featured Products

Nortel Inc.

Nortel Networks was the first to market

• SDH and SONET 2.5 Gbit/s Time Division multiplexing (TDM)

• Wave Division Multiplexing (WDM)

• 10 Gbit/s TDM and WDM Add/Drop Multiplexing (ADM)

• High Speed Optical Transmission

No.1 Canadian Fiber Optic Firm

Profile & History

CISCO Inc.

Symbol CSSO (S&P 500, Amex Internet, Nasdaq

100) Employee

CEO John Chambers, 53

Revenue FY03: $20.40bil

Profile & History

CISCO Inc

1984 CISCO System Established by computer

scientists from Stanford University

1990 Publicized in NASDAQ

1995 John Chambers appointed as CEO and

president of the CISCO

1998 Initiated IP network solutions and Internet

Business Solutions

2000 Pioneer in computer networking used by

big corporations

Featured Products

CISCO Inc.

Dominates data networking

used by big corporation, 80%

of all internet traffic using its router

Specializes in IP based

product such as digitizing voice mail and display as email form

Latest Annoucements

Lucent Technologies SEP 2003

 AT&T Selects Lucent Technologies to Provide Generation SONET Throughout Network

Next-Nortel Networks JUN-SEP 2003

 Verizon Wireless Gives $1B Deal to Nortel

CISCO September 2003

 Cisco Systems Unveils Color IP Telephone

 Cisco Delivers Fibre Channel-Based SAN Extension Over SONET/SDH on the Cisco ONS 15454 MSPP, becoming Industry’s Top Platform for deploying FCIP and SAN

Revenue Estimates

Provided by: AmericanTrade

Analysts

2003 Next Year 2004 Growth(%) Sales

Lucent Tech $8.6 bil $9.1 bil 5.2%

Nortel

CISCO Inc $20.40 bil $22.6 bil 11.1%

Comparisons Of Stock Values

WE are here

Sales Miscalculations and Over Expansions in Long Haul Optical Networks

Job Market - Wages

Hourly Wages in California

Job Market

Best Locations for Job Hunting

OTHERS 17%

MD 2%

DC 3%

NJ 4%

SC 4%

NY 5%

MN 5%

MA FL

VA 7%

PA 8%

CA 31%

WA 2%

Sampled from 1000 recently posted Fiber Optic Comm.Jobs

on monster.com, careerbuilder.com and jobsearch.com

Suggestions (Interview

Tips)

Lucent Technologies

nearly 2 dozen top managers and engineers due

to profit warning on Jan 6, 2002

GOOD NEWS!!! In contrast, Nortel will invest

$260mil, hire 3400 people next quarter to meet the demand.

Nortel Networks

INTRODUCE stronger products in corporation data networking business that CISCO dominates

CISCO

CONCENTRATE more in optical networking: has bought bits and pieces to put together an optical networking like Pirelli, Cerent and Monterey Not enough compare to Lucent and Nortel.

equipments

Future is uncertain, however, we know the traffic is

increasing i.e we need a faster and more sophisticated infrastructure to support the demand

Quote: Wall Street Journal 2002 Quote: BusinessWeek October 2002

Guthoff & Associates

3145 Hickory Hill #204 Memphis, TN 38115 jan@corpimg.com (Phone): 800-823-5100 (Fax): 901-360-0813 AND MORE… Please email me.