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Technology Stocks : Ciena (CIEN)
CIEN 234.26+1.6%Jan 12 4:00 PM EST

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To: Tim Bagwell who wrote (1199)2/11/1998 9:40:00 PM
From: Doug (Htfd,CT)  Read Replies (3) of 12623
 
Gilder's Tech Report removed Ciena from the Telecosm Technology Table with the current (Feb 98) issue, saying:

"This month, Ciena claims to be shipping their 100 Gbps system, thereby reclaiming the lead in capacity of currently shipping systems from Nortel (80 Gbps). But, despite the shipping of Ciena's new system, first announced in June 1996, Ciena will not acknowledge any new development work or product plans which would keep them in the race alongside the likes of Nortel and Lucent. Ciena's early ascendancy in WDM seems to have plateaued with the departure of David Huber and therefore, we have removed them from the Telecosm Technolgy Table."

Comments?

Don't ask me to post more. The copyrighted 8-page Gilder Technology Report costs me a couple hundred bucks to get in the mail. Gotta have *some* secrets...

Doug (no position in CIEN, Nortel or LU)
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