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Technology Stocks : Ciena (CIEN)

CIEN 212.93

+5.6%

Dec 8 4:00 PM EST

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To: craig crawford who wrote (1436)	2/22/1998 8:40:00 PM
From: bill c.	Read Replies (2) of 12623

Craig: Your last few posts have been excellent. I tend to agree that CIEN has done well against LU over the last 12 months. When Lucent was part of AT&T they never got an order from Sprint, WCOM, etc because of the competition with AT&T-long-distance. Sprint wasn't about to purchase equipment from AT&T/Network-Systems. This was the MAIN reason Lucent split from AT&T. Lucent would of had a difficult time selling to the RBOC's in the coming years because of the Telcom. Act of 1996. It's a different story now, the RBOC's, Sprint, WCOM, etc can purchase Lucent equipment without the fear of suppling AT&T-long-distance/AT&T-local-service revenue. The Lucent 80 channel system is "vaporware" at this time. How many customers were about to sign with CIEN when Lucent announced their system? How many of those will delay purchasing WDM until they can test the LU 80 channel system? WCOM plans to start purchasing equipment near the end of the year... "just-in-time" to evaluate the LU system. I think CIEN has Lucent's attention now... until later.

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