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Technology Stocks : Ciena (CIEN)
CIEN 201.71+3.1%Dec 5 4:00 PM EST

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To: Red Dragon who wrote (1520)2/24/1998 4:41:00 PM
From: Tom Aellis  Read Replies (2) of 12623
 
"I never got a chance to elaborate"

While I enjoyed your post, May I place another "Spin" on it?

Buying pressure - What type of investor would buy Ciena in the near term:

Speculation-
CIEN did in fact invoke a shareholders right plan. This does not happen because they
are bored and have nothing to do that day.

Bandwidth, Bandwidth, Bandwidth.
U.S. Fiber infrastructure is presently at 80PCT capacity and while at
70K per mile to plant new Fiber WDM products are by far more cost
effective. BTW, Scaleable not only means new/additional channels into
the present backplane but integrating such access mediums such as
OC3, OC12, etc...ACCESS and TRANSPORT one box for seamless
lightwave. Who cares what the lower layers are, i.e. ATM, IP, etc...

BTW, we have not even started on Video / Teleconf in this country yet.

Everyone on the thread is thinking Carrier Class outfits implementing
the switches. Fact is Any campus that presently has fiber can benefit.

Just a couple o'things when I had a minute.
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