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Technology Stocks : Ciena (CIEN)
CIEN 207.43-0.6%Nov 11 4:00 PM EST

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To: Kenneth E. Phillipps who wrote (9948)12/8/2000 11:44:58 AM
From: jghutchison  Read Replies (3) of 12623
 
Kenneth,

It is quite easy to shoot plenty of holes in that post, starting with, "Its important to keep in mind that CIEN was first to market with both DWDM and Metro and today they are not number 1 in any of these catagories".

We know this is not true as Ciena has a 37% market share vs Nortel's 4% according to Wit Soundview.

Insofar as Nortel's ability to execute, it is excellent. But is pales in comparison to Ciena's. Furthermore, Ciena is not burdened with legacy equipment baggage.

What more needs to be said?

Jack Hutchison
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