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Technology Stocks : Ciena (CIEN)

CIEN 252.98

-0.2%

Feb 5 4:00 PM EST

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To: Tom Hua who wrote (135)	4/30/1997 11:29:00 AM
From: Chris Fischer	of 12623

Tom, I think you do good fundamental analysis, but you are wrong on this one. I think we will see a commitment by AT&T to CIEN sooner than many think. Comparing this to Netscape and Microsoft is simply not valid. Regarding Sprint considering other vendors, this is not news. They never signed an exclusive with CIEN. Stewart, to me, when a company sews up a deal of $180M after a year's effort, that is FAST. Network Equipment Manufacturers spend YEARS buiding up relationships to close that kind of business. Maybe "easy" is not the right word, but I think having the best and most flexible product helps, which CIEN does. Chris

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