The New Economy and its Winners Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bill Harmond who wrote (8369)	8/16/2001 9:22:54 AM
From: Bill Harmond	Read Replies (1) of 57684

09:06 ET CIENA Corp (CIEN) 28.12: -- Update -- In terms of market segmentation -- Long-haul market opportunity will be flat to slightly down in 2002; also expects long haul to be down in Q4 vs Q3; CIEN expects to maintain core switching market leadership, also expects market for core switching to "almost double" in 2002 vs 2001 (core director could be as much as 25-35% of revs or more); believes metro transport and metro switching could be as much as 15% of revs in 2002. Says current mkt conditions reflect a change in spending not a shift in the demand for bandwidth. Believes the market dynamics have been largely oversimplified as a bandwidth glut.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next