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Technology Stocks : Ciena (CIEN)
CIEN 191.61-0.1%Nov 17 4:00 PM EST

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To: James Fulop who wrote (9817)11/21/2000 6:08:50 AM
From: James Fulop  Read Replies (1) of 12623
 
An excerpt from the Lightreading article on the Dell'Oro report:

>>Other sources say the growth reductions could have something to do with the comparative market demand for different types of optical gear. Dell'Oro's research showed a 5 percent growth reduction in the long-haul DWDM product area and 9 percent for Sonet/SDH gear. But revenues from metro DWDM remained robust, up 37 percent to $108.2 million for the quarter.

"Those [DWDM and Sonet/SDH] markets are on very different trajectories," says Scott Clavenna, president of PointEast Research and director of research at Light Reading. "Companies that don't have Sonet [Ciena] look to be doing much better than those with lots of Sonet [Nortel, Lucent, Fujitsu, Alcatel]."<<

Full article at:

"Optical Market Falls Seven Percent"

lightreading.com
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