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Technology Stocks : Ciena (CIEN)
CIEN 200.92-1.6%Dec 1 4:00 PM EST

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To: Kachina who wrote (8103)2/19/2000 9:52:00 AM
From: James Fulop  Read Replies (3) of 12623
 
>>As for the bandied about "delay" at the E-O interface? Come, come. This is not a big deal.<<

I am not sure what you are saying here. Do you mean it is solved? Or it will be soon? Products presently being shipped/used? Just trying to flesh out your meaning here.

>>The up and comer that is in direct competition with fiber is satellite. Now there's some delay issues.<<

In the interests of not only knowing about Ciena suppliers, customers, and in-sector competitors, I am always interested in competition coming from other "angles".
What companies in this satellite sector would you suggest looking at? Thanks in advance.

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