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Technology Stocks : Ciena (CIEN)

CIEN 201.46

+2.9%

Nov 6 4:00 PM EST

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To: blankmind who wrote (1541)	2/25/1998 12:27:00 PM
From: craig crawford	Read Replies (2) of 12623

<< i believe with xdsl and wdm, you are comparing nuts and bolts. they clearly are aimed at totally different markets. >> Don't deny that. I was only comparing the market opportunities. I think it is much greater for WDM. << as companies and people move from isdn and analog modems (ie 56k) towards xdsl, this creates even more demands on the internet infrastructure. xdsl will complement wdm, and neither will cannibalize the others area, but each will feed off the others momentum. >> Don't deny this either. In fact, I'm counting on xDSL and cable modems to drive WDM demand by placing a greater strain on all layers of the network. I was only expressing my opinion on the opportunities for investment. I think WDM affords better investment opportunities than xDSL does. xDSL is over hyped. Few of the companies are making much money on it and there are many players that are getting in on the action. Lot's of xDSL companies have had pretty good sized market caps for a couple of years now with little to show for it. Ask 100 people what xDSL is and then ask 100 people what WDM is and you will get far more people who know what xDSL is. << as far as dsl being a band-aid for copper, the speeds are far superior to current modems and to isdn that many people use >> I didn't say xDSL wasn't useful, I was saying that xDSL is a technology that tries to squeeze the last bit of bandwith out of copper, and copper isn't going to last. WDM and associated technologies should be around in 10-15 years. Will DSL?

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