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Technology Stocks : Ciena (CIEN)

CIEN 212.93

+5.6%

Dec 8 4:00 PM EST

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To: Sr K who wrote (5744)	12/6/1998 12:01:00 PM
From: Frank A. Coluccio	of 12623

ps - Now I see the distinction that you may be referring to. On second viewing of your post, I see that you're referring to "enterprise" as opposed to Carrier uptake. Is this the distinction that you are consciously concerned about? Only the very largest "enterprises" (and some which are remotely situated and unencumbered by rights-of-way issues) will take the measures associated with implementing DWDMs. Instead, they are the recipients, possibly, of carrier-provisioned DWDM services, wherein the carriers are the purchasing entities of the technoIogy. I don't see this as a concern. For the time being, and over the next couple of years at least, DWDM is primarily a carrier play.

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