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Technology Stocks : Ciena (CIEN)
CIEN 204.03+1.9%Nov 28 4:00 PM EST
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To: cfoe who wrote (8073)2/18/2000 7:12:00 AM
From: James Fulop  Read Replies (2) of 12623
 
>>There was a question about the demand for optical switching (championed by Gilder). The responder (and I do not know who) first made a somewhat (to me) derisive comment about certain technology pundits. I took this to be a swipe at Gilder, although I have been known to be a bit sensitive in this area.

The speaker then went on to say something even more concerning - that they do not see any demand from their customers for products that bring what optical switching can bring. Now I have been studying Christensen's Disruptive Innovation stuff this past year and I can tell you that companies that say this are ripe for disruption.<<

I could be totally off base here, but I thought that part of the call was concerning not optical switching itself but "pure" optical switching as opposed to the present e-o-e
conversion systems now actually being used. This issue has been debated a lot over on Frank C.'s thread here on SI and seems there is a lot of confusion on the semantics as some companies (and people such as Gilder) claim it is already being used, while others claim that those systems are really only pseudo pure optical switching. I remember seeing an article about this purity vs pseudo optical issue that sums it up nicely-I'll look for it today and post it when I can. Regards
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