George Gilder - Forbes ASAP Message Board

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Technology Stocks : George Gilder - Forbes ASAP

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To: George Gilder who wrote (330)	2/23/1998 3:01:00 PM
From: gdichaz	Read Replies (1) of 5853

Puzzled re your removal of Ciena from your list. Many others on these boards and elsewhere are too. Lucent has no rpt no competitive product to Cien 40 channel product. The LU 80 channel announcement was just that - an announcement of vaporware. The 80 channel product is in the lab not in the market and will not even begin to be available in the real world until the end of this calendar year at the earliest. Ciena in fact has no market competition IMO. So are you thinking about next calendar year as a "Futurist" ? If so Ciena has new products which will again be way ahead of any competition for short distances next year. No one else even comes close. This is an example of new products coming from Ciena. All this is just IMO and may be flawed or simply wrong of course. I use your newsletter for the trends but also, being human, do check the companies in your list. Don't understand this call on Ciena. Please let us know your thinking on this. The explanation in the letter simply doesn't track with my knowledge of situation. I am probably wrong, please tell me how. Chaz

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