Optical Oracle Untangles Communications Chip Chaos


     Report Deconstructs the High-Speed Communications Chip Market, Provides 
       Detailed Analysis of Inventory Problems, and Outlines Turnaround 


  NEW YORK, Oct. 18 /PRNewswire/ -- Optical Oracle, a subscription research 
service published by Light Reading (http://www.lightreading.com), the premier 
information resource for the optical networking industry, today announced the 
publication of a new report, called "Communications Chip Chaos," that picks 
apart the beleaguered high-speed communications market.  
Optical Oracle analysts gleaned the financial information from public 
filings and conference calls of public companies and combined this with 
knowledge gathered from interviews with engineers, venture-capital investors, 
equipment providers, and service providers in the industry.  
Public companies ranked in the report include Agere (NYSE: AGR), 
Altera (Nasdaq: ALTR), Applied Micro Circuits (Nasdaq: AMCC), 
Broadcom (Nasdaq: BRCM), Conexant (Nasdaq: CNXT), Cypress (NYSE: CY), 
Infineon (NYSE: IFX), Intel (Nasdaq: INTC), PMC-Sierra (Nasdaq: PMCS), 
Transwitch (Nasdaq: TXCC), Vitesse (Nasdaq: VTSS), and Xilinx (Nasdaq: XLNX).  
The report also analyzes the inventory levels of other major component and 
equipment companies, including ADCTelecom (Nasdaq: ADCT), 
Advanced Fibre Communications (Nasdaq: AFCI), Alcatel (NYSE: ALA), 
Ciena (Nasdaq: CIEN), Cisco Systems (Nasdaq: CSCO), EMC (NYSE: EMC), 
Extreme Networks (Nasdaq: EXTR), Foundry Networks (Nasdaq: FDRY), 
Harmonic (Nasdaq: HLIT), JDS Uniphase (Nasdaq: JDSU), Lucent (NYSE: LU), 
Nortel Networks (NYSE: NT), and Sycamore Networks (Nasdaq: SCMR).  
The report details the inventory buildup that developed in late 2000 and 
examines how much progress has been made in removing that excess inventory 
from the supply chain.  
"Most signs show that the inventory problem has reached a nadir and will 
begin to improve in early 2002," says Christopher Bulkey, research analyst at 
Optical Oracle.  
This is the fifth monthly newsletter to be published by Optical Oracle 
(http://www.opticaloracle.com) since it was launched by Light Reading in June. 
The product is designed to give investors and leaders in the networking market 
independent opinions on where technology is moving, without the influence of 
investment banking or consulting relationships.  
  About Light Reading  
Light Reading launched in February 2000. Its Web site, 
http://www.lightreading.com, delivers timely, entertaining, and free in-depth 
analysis of optical networking developments and now has more than 500,000 
unique users each month. Profitable from its inception, Light Reading has 
rapidly gained a reputation as required reading for anybody associated with 
next-generation Internet technology.  
  About Optical Oracle  
Optical Oracle is the electronic research and advisory arm of Light 
Reading. It provides supplemental and time-sensitive analysis to investors and 
industry leaders tracking the latest developments in the optical networking 
industry. An annual subscription to the Optical Oracle costs $1,250 for a 
single-seat annual subscription but is available for a limited-time 
introductory price of $899. The Optical Oracle site is located at 
http://www.opticaloracle.com.  


       Contact: 
     Scott Raynovich 
     Light Reading 
     212-925-0020 x.103 
     rayno@lightreading.com 
                       MAKE YOUR OPINION COUNT - Click Here 


           http://tbutton.prnewswire.com/prn/11690X65451527 
  

SOURCE  Light Reading  
-0-                             10/18/2001  
/CONTACT:  Scott Raynovich of Light Reading, +1-212-925-0020, ext. 103, 
rayno@lightreading.com/  


    /Web site:  http://www.lightreading.com 
                http://www.opticaloracle.com/ 


(ADCT AFCI ALA CIEN CSCO EMC EXTR FDRY HLIT JDSU LU NT SCMR)  
CO:  Light Reading 
ST:  New York 
IN:  CPR TLS NET PUB 
SU:  
-0- Oct/18/2001 14:12 GMT