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Technology Stocks : Global Crossing - GX (formerly GBLX)
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To: Sawtooth who wrote (1884)9/9/1999 10:01:00 AM
From: quidditch  Read Replies (1) of 15615
 
Tim, since T sandbagged CIEN on the morniing of the shareholder vote for the TLAB merger, CIEN has been trying to rebuild its customer base with CLECs, ILECs and others and I assume GBLX is a candidate for CIEN's DWDM Sentry (I think is the product name) product. NT, LU may also be potential or actual vendors.

Btw, pass, CIEN's slippage to 8 last year was not so much a function of falling prices for DWDM but the Street's perception that CIEN would have a hard time building back its revenue base after the T fiasco and after WCOM, I think (could have been FON) indicated a slowdown in procurement and deployment of DWDM buildout. It was then also believed that LU would begin eating CIEN's lunch, as LU had made optimistic statements about rollout for 64 and higher lambda product, but this proved to be pie in sky in terms of time frame LU was projecting.

Regards. Steven
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