agreed...i dont see what CIEN gains by being taken over by JNPR...the future of telecom is a pure fiber optic backbone(short and long haul)...JNPR's gigabit M40 router is already slower than offerings from Avici, Nexabit and Pluris, all which have terabit routers being tested...JNPR has alot of money but its scared money, quite analogous to Redback buying Siara(imo DSL and copper will die off slowly within next few yrs and i think they know it)...CIEN offers an end to end optic solution and have the customer support infrastructure already in place...JNPR has much more to gain than CIEN...CIEN will head towards 200's without JNPR's help...if anything, CIEN should buy a shorthaul optical company...the 2 eminent long haul players are Corvis(which nobody will buy cause Huber is much too smart to let that happen after the CIEN fiasco, as well as the fact he owns 32% of the company, which will be worth at least 5B when he goes public) and Qterra(which Nortel just took out if i recall)...the metro shorthaul players are Siara(Redback took them out), Optical Networks(private and will stay that way until ipo--Hugh Martin, the Kleiner Perkins puppet wont sell out--Vinod Khlosla already rich enough), and last but not least Alidian...the latter is the best choice imo...a purchase of Alidian for 5B would add 15B to CIEN's mkt cap.(ie-SCMR,JNPR,AVNX, etc.)...but then again, if JNPR doesnt buy CIEN now, we will prob. tank just from the mkt's disappoinment, but then again, at least it will slowly to start the climb again after the dust settles...jmho.
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