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Technology Stocks : Ciena (CIEN)

CIEN 214.35

+0.7%

Dec 9 4:00 PM EST

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To: jghutchison who wrote (8879)	5/16/2000 1:19:00 AM
From: jeremic	Read Replies (1) of 12623

Jack- while I agree with your main thesis regarding the value of IP versus voice switching, I disagree with your exclusion of Nortel. Yes they have legacy equipment (leader in SONET) but look at the acquistions they've made recently with Qtera and Xros. Roth and company are very focused on the optical future and this future will depend on systems integrators (not simply one product wonders), an elusive expertise that Nortel has mastered. fwiw jeremic

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