Ciena (CIEN) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ciena (CIEN)

CIEN 188.78

+1.0%

4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Rustam Tahir who wrote (9802)	11/17/2000 10:46:27 AM
From: jghutchison	Read Replies (2) of 12623

Rustam, Good to hear from you. Been lurking? As telco revenues get squeezed due to loss of voice revenue, changes have to be made. Those changes play well in Linthicum, MD. The telcos will gravitate to best-of-breed technology which is Ciena's forte, and begin an accelerated phase out of legacy SONET equipment, and closed systems. Qwest was sold a bill of goods by Nortel and installed SONET equipment when they thought they were getting state-of-the-art stuff a couple of years ago. Rumors of this have been circulating for a couple of years. It took a while for Qwest to wake up and smell the coffee. Ciena has a big foot in the door, and Nortel may well become the second source. Ain't life grand? Jack

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next