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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 233.22

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Nov 28 9:30 AM EST

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To: fedhead who wrote (129792)	8/9/2001 11:49:30 AM
From: H James Morris	Read Replies (1) of 164684

Anindo, can you help me out here? >"Growth for long haul optical systems has moderated significantly this year, while demand for optical switching systems and metro optical systems is rising rapidly" "As a result, this transition is creating a significant opportunity for companies exposed to the metro DWDM, optical switching, and MSPP markets" Report notes Companies with sizeable opportunities: MSPPs and DWDM Gear Makers: CIEN, ONIS, FIBR, SCMR, TLAB, TELM >What do you think Chambers meant by this? I thought optical was the last great hope. >He added that Cisco would continue to reorganize its business to concentrate on more profitable products. He highlighted several concerns. These included issues in its optical networking business, which has been "dramatically" lower than anticipated. And there is a danger of further rapid declines in orders because of potential of problems within different customer industry segments.

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