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Technology Stocks : Ciena (CIEN)
CIEN 238.47-3.2%Jan 14 4:00 PM EST
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To: Tim Bagwell who wrote (1199)2/5/1998 2:46:00 PM
From: Dakota Sullivan  Read Replies (1) of 12623
 
Tim, thanks for excellent situation analysis. I perceive the battle here is about marketing rather than technical standards. LU found itself in a position where customers were beginning to/threatening to migrate business to CIEN because LU had no appropriate product in this space. Their announcement is more defensive than offensive-it keeps current customers in the fold by reassuring them that the IBM of telecom can meet their needs in a reliable, low-risk kind of way.
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