Kenneth,
This morning on Squak Box, John Roth was asked to comment on rumors that Ciena was taking market share from Nortel. He responded by saying that Nortel's market share of DWDM was increasing, not decreasing
Yes. And as I recall when Slick Willy was asked by CBS Sixty Minutes if he had sex with Gennifer Flowers twelve times, he did not lie when he said no. It was eleven times. Of course, Steve Kroft was not smart enough, or was too liberal leaning to counter the slimy answer.
Nortel may well be increasing market share, at the expense of Lucent, Alcatel, Fujitsu etc. But Roth did not directly address the question. He skirted it, and may have taken a lesson from our illustrius leader, Slick Willy. A diligent reporter would have then asked, "But is Ciena penetrating into any of your existing markets?"
This is a very big contract win for Ciena, maybe not so much in dollars, but in visibility.
Jack Hutchison |
