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Technology Stocks : Ciena (CIEN)
CIEN 214.35+0.7%Dec 9 4:00 PM EST
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To: James Fulop who wrote (10314)2/8/2001 12:33:42 PM
From: Rustam Tahir  Read Replies (3) of 12623
 
MSDW estimates that $75MM of the $200MM contract is slated for CIEN's CoreDirector optical switch, with the remainder coming from shipments of CIEN's optical transport products.

The note also says the contract is biggest to date and

• Optical switch continues to gain traction. McLeodUSA is the 6th customer for CIEN's optical switch. We believe CoreDirector is on track to generate 10% of total rev for the first time this quarter.

• McLeodUSA is among a handful of well-funded CLECs. We estimate that its network expansion is over-funded by $400MM, assuming $1B in capital spending in 2001.
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