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
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
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SOURCE Light Reading /CONTACT: Scott Raynovich of Light Reading, +1-212-925-0020, ext. 103,
/Web site: http://www.lightreading.com
(ADCT AFCI ALA CIEN CSCO EMC EXTR FDRY HLIT JDSU LU NT SCMR)
CO: Light Reading
ST: New York
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