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Technology Stocks : Ciena (CIEN)
CIEN 203.90-2.8%Dec 17 4:00 PM EST
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To: ratan lal who wrote (10342)2/14/2001 3:20:05 PM
From: James Fulop  Read Replies (1) of 12623
 
>>Any ideas on how well they will do?<<

I think a lot will rest on the revenue recognition schedule for the CoreDirector. In a recent interview Smith said,

"On the switching side, we're taking revenues from three customers. We've got equipment out at 14. And we will have commercially shipped by the end of this quarter to probably about 10 customers. So we've certainly got a head-start."

theneteconomy.com
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