Courtesy gwcass2 on the Yahoo thread...Looks like MSDW doesn't hate Ciena.....<g>
>>. We are also bullish on prospects for several of the optical switching/networking pure-plays, such as Sycamore (SCMR-Outperform) and Ciena (CIEN-61-Not Rated).<<
>>The companies that we expect to benefit the most from the optical networking market include Nortel, Lucent, JDS-Uniphase, E-TEK Dynamics, Sycamore and Ciena.<<
>>In a portfolio of optical networking stocks, we would consider Nortel, Ciena and Sycamore as well as the optical component companies, including JDS Uniphase and E-TEK Dynamics.<<
>>We believe the leaders currently include Sycamore Networks, Ciena, Cisco, Lucent and Tellium, and we expect Nortel and Alcatel to join this list in the near future.<<
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