Ciena (CIEN) Message Board

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Technology Stocks : Ciena (CIEN)

CIEN 204.21

+2.0%

Nov 28 4:00 PM EST

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To: James Fulop who wrote (8076)	2/18/2000 9:09:00 AM
From: cfoe	Read Replies (1) of 12623

I believe the person from Ciena was just saying that their e-o-e systems were selling well despite the claims of "pure" networking solutions being advertised as the great disruptive new technology. That is great news and not. The "not" is if it stops, or even just slows, them developing pure optical product(s)because they do not see a market or do not want to compete with their e-o-e product. This is the conundrum - e-o-e product becomes their "legacy" system. Not a worry for right now, maybe. But if someone comes out with a pure optical solution that reduces cost to Ciena's customers, it will become a problem. Looking forward to that article.

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