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Technology Stocks : Ciena (CIEN)

CIEN 204.21

+2.0%

Nov 28 4:00 PM EST

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To: cfoe who wrote (8081)	2/18/2000 9:18:00 AM
From: James Fulop	Read Replies (2) of 12623

>>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.<< Agreed. But Ciena has already made one transition from legacy long haul DWDM systems to the next level by buying Lightera and Omnia (before Cisco's acquisition of Cerent for a huge sum and therefore did not have to pay an equivalent ransom.) My money is betting that they will make the next transition smoothly also... Nevertheless your point is valid and something worth close scrutiny. Regards

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