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Technology Stocks : Ciena (CIEN)
CIEN 200.18+2.0%Nov 26 4:00 PM EST

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To: Rob S. who wrote (8957)5/22/2000 11:14:00 PM
From: James Fulop  Read Replies (1) of 12623
 
>>These total system buy-ins require much more deliberation by customers because a decision now may well determine their supplier for years to come.<<

The more I think about this statement, the more I question it. It has been my limited observation that these optical systems being put in now are gravitating to an open standards model that may not by definition lock in a "supplier for years to come".... (An article about these standards was posted a couple of posts back..) Furthermore, I am seeing more and more customers use multiple vendors-a phenomenon which should require more interoperability, no?...

This is just my opinion, and any comments, corrections or opinions are welcome by all.
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