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Technology Stocks : Ciena (CIEN)
CIEN 191.74-1.3%Nov 14 4:00 PM EST

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To: Kenneth E. Phillipps who wrote (10589)3/7/2001 9:57:01 AM
From: James Fulop  Read Replies (1) of 12623
 
>>And it's not that the company doesn't offer DWDM -- in fact, Nortel has 57% of that market. It's just that it needs to focus on the newer versions of this technology.
Still, the giant of optical makers is putting a lot of effort into producing older technology that's rapidly losing its value. If the company doesn't refine its product line, and fast, analysts say, the market will do it for Nortel.

What the h_ _ l are they talking about? OPTera long haul 1600 integrates SONET and DWDM. It allows the carrier to decide what protocol to run - SONET, ATM, IP etc. The product is selling very well. OPTera will sell even better when fully integrated with Qtera and Connect HDX as well as the PX switch. Networks who have already installed the Nortel product will upgrade their networks with the Nortel product. Nortel's slowdown in sales is spread between optical, wireless and broadband access. Remember that optical, including components, is only 1/3 of their revenue.
This is a poorly written article.<<

Yes, I have seen a number of mistakes made in the past in a number of articles at Business Week, but I thought as long as it was out in the public domain, I should post it. You should probably do what I have done in the past when I find errors in articles-email them and ask for a correction. They have complied in the past. Regards.
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