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Technology Stocks : Ciena (CIEN)

CIEN 252.05

-0.6%

Jan 30 4:00 PM EST

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To: jghutchison who wrote (11388)	7/31/2001 1:38:28 PM
From: Daniel G. DeBusschere	Read Replies (1) of 12623

Jack- Thanks for the refresher. The AT&T deal is what put me back on CIEN. There are only a handful of big money buyers that will do the metro thing right and I believe they like the CIEN product from what I can observe from the public news sources. What are Sprint, Worldcom, and the four remaining RBOCs going to do? Also, what are the big international PTTs going to do? Looks to me like one of the off shore equipment suppliers like Alcatel will try to buy up the NT assets and anything LU might have in order to stay competitive.

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