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Technology Stocks : Ciena (CIEN)
CIEN 252.98-0.2%Feb 5 4:00 PM EST
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To: smallcapmaven who wrote (10283)1/28/2001 12:11:14 PM
From: James Fulop  Read Replies (1) of 12623
 
>>Due to CIENs tremendous exposure to CLECs<<

That implies you know exactly the share of revenue Ciena gets from CLECs as opposed to other customers. I have been following Ciena for a long time, but other than the >10% clients that they are required to divulge by the SEC (and which are now WCOM, Sprint and GTS, but will be changing as GTS has finished it's network build-out) I have not been able to get exact information on revenue from each customer. If you know the exact breakdowns, please share that information. Thanks.

Here is a list of Ciena customers. I see an awful lot of non-CLECs on the list. (With a good bit of international exposure...apologies for the format but I can't seem to separate the domestic from international so bear in mind each line has two customers...)

Domestic International
ALLTEL Cable & Wireless
Verizon Completel
BellSouth Crosswave Communications
Broadwing DDI
Cable & Wireless USA Esat Telecom
Digital Teleport Dynegy
Enron Communications Global Crossing (Racal Telecom)
Genuity GTS (Hermes Europe Railtel)
Intermedia Commun Inc HanseNet Telekommunikation
XO (NEXTLINK) Interoute Telecommunications Ltd.
PSINet Japan Telecom
Qwest Communications KDD ( Teleway Japan)
Sprint Korea Telecom
MCI WorldCom MobilCom AG
RCN Protel
Williams Commun Inc. TANet
Telecom Developpment
Telia AB

ciena.com
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