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Technology Stocks : Ciena (CIEN)

CIEN 207.29

-0.7%

Nov 11 4:00 PM EST

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To: MarkC who wrote (7780)	11/18/1999 8:35:00 AM
From: James Fulop	Read Replies (1) of 12623

>>Is there more to the the Sycamore story than just a marriage of Sonet to DWDM?<< I am sure there is. Finding out where exactly Sycamore is heading is the difficult part (although I am not sure that is due to the nature of a startup like Sycamore or my denseness in not being able to find out..<g>) >>How does this affect Cien in your opinion?<< In terms of business, I would think it increases competitive pressures on one hand (which can be good) and on the other hand increases the overall awareness of these new areas of optical networking. In terms of stock price, again that awareness will and actually already has helped Ciena. Frank could certainly give you a much more technical answer to your question. Regards

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