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Technology Stocks : Ciena (CIEN)

CIEN 201.71

+3.1%

Dec 5 4:00 PM EST

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To: Kenneth E. Phillipps who wrote (9007)	5/27/2000 9:05:00 AM
From: James Fulop	Read Replies (1) of 12623

>>Dell'Oro says in Q1 of 2000, Nortel has 71% of the metro DWDM market.<< Right, which is why I raised an eyebrow when Nortel was mentioned in the JNPR/ONIS article. Why would Nortel have been interested with such a high market share? I can understand Sycamore (they alluded to perhaps using their cash chest for either acquisitions or vendor financing in their last CC) but I can't think why Nortel would have expressed interest. Unless ONIS has some sort of capability that Nortel does not have? (Perhaps the author was just guessing?) Just curious if you know...Thanks in advance...

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