It answers the key questions necessary for success in the 10G and 40 G market, based on CIR's two-decades? long experience probing the new revenue opportunities in data communications and telecommunications:

- Which MSAs and standards? With 10 GigE now being sold in volume, new MSAs have emerged to meet the needs of market sectors. This report takes a detailed look at how the new 10 G MSAs are shaping the market, who is backing which MSA and why. Which MSAs will stay? Which will go away? From a customer savvy perspective, we examine the latest developments, including the new XMD MSA, the prospects for a 40 G MSA and recent standards making at the IEEE.

- Where can the growth sectors be found? The report analyzes and forecasts the market for 10 G modules and provides an in-depth discussion of what types of equipment will be using 10 G ports, now and in the future and what segments of the network they will be found in. How far will 10 GigE penetrate the market for small Ethernet switches and servers -- the market now dominated by GigE.

- Is anyone making money? Despite the resurgence in the fortunes of the networking business, the financials of public companies in this space have not been encouraging in recent times. In this report, we critically analyze the strategies of the major module manufacturers including their manufacturing and outsourcing strategies. And we ask the question -- is there room for start-ups in 10 G anymore?

- What about those Asian manufacturers? The report examines the role that Chinese firms are playing in shaping the 10 G business and comments in depth on whether Chinese manufacturers will dominate the 10 G module space in the not-too-distant future. We also examine other nations, such as Malaysia, where 10 G module manufacture is beginning to take off

- Is now the time for 40 G? CIR has always been skeptical about 40 G. However, CIR believes that we have now reached a point in the evolution of optical networking, where it must be treated seriously. We therefore examine the market prospects for 40 G and discuss who is doing what to make 40 G networking become a commercial reality. Is 40 G where the new optical networking opportunities lie, or will WDM take care of the very high data rate requirements in the network?

CIR has been tracking the optical networking business for two decades now through the best of times and the worst of times and is an acknowledged authority on high-speed networking markets of all kinds. This report was based on interviews conducted by an international team carrying out interviews on three continents and will be invaluable reading for manufacturers of optical components and modules and networking gear as well as investors. The report includes detailed forecasts broken out by type of product, MSA, type of equipment and network segment.