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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 (11405)	8/9/2001 8:10:09 AM
From: jghutchison	Read Replies (2) of 12623

Carrier Spending - Lightreading The following is an excerpt from another report prepared by Cowan that supports my oft repeated views that bandwidth demand is increasing, and that next generation optical networking equipment sales remain robust, the latter at the expense of legacy equipment. Jack Hutchison While demand for bandwidth continues to climb, carriers no longer need to upgrade their long-haul networks. Instead, they're seeking ways to improve the edge of the net and equip it for lucrative new services such as applications hosting, storage area networks (SANs), and broadband access, the report says. "Growth for long haul optical systems has moderated significantly this year, while demand for optical switching systems and metro optical systems is rising rapidly," the SG Cowen analysts write. lightreading.com

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