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Technology Stocks : Ciena (CIEN)

CIEN 191.74

-1.3%

Nov 14 4:00 PM EST

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To: James Fulop who wrote (9835)	11/21/2000 11:21:45 AM
From: jghutchison	Read Replies (1) of 12623

James, I recall seeing a Del'Oro report that showed a pie diagram indicating Nortel's major market share of metro equipment, followed by Ciena, with a minor piece held by ONIS. I don't believe Nortel breaks out its metro and long haul optical networking sales into sub categories of DWDM and SONET. It is not in their interest to do so from a marketing perspective. As a result, it is difficult to compare respective market shares of DWDM equipment offered by Ciena and ONIS with Sonet and DWDM offered by Nortel. I believe my statement was to the effect that Ciena is the technology leader in DWDM equipment. I still stand by that. Jack

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