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Technology Stocks : Ciena (CIEN)
CIEN 251.81-0.7%Jan 30 4:00 PM EST

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To: jghutchison who wrote (9435)8/14/2000 4:40:35 PM
From: Raymond Duray  Read Replies (1) of 12623
 
Hi Jack,

Here's a link to a story just out today on BRCM and its OC-192 offering. Lightreading is skeptical. lightreading.com
See especially the prior article: lightreading.com
From what I can tell, CIEN will have no use for BRCM's ASICs in the immediate future. James Fulop seems to have a pretty good handle on this "inside the black box" stuff.

Re: Nanovation - Stamford is a Canadian shell with significant holdings of Nanovation common, a management that has a checkered past and a financial structure that is typical of convoluted shells.

Re: Lumenon - This one is run by a Canadian stock operator who has recently relocated to the Caribbean. Draw your own conclusions. I'm amazed this story has such legs.

Salaams, Ray
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