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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 (1585)2/26/1998 7:59:00 AM
From: Tom Aellis  Read Replies (4) of 12623
 
Thanks for the nice welcome guys, you are
correct in assuming WDM fits into the OSI model.

What I am seeing is the customer embedding the Physical
Serivce layers such as Voice, Frame, IP
into logical overlays on ATM and then of course
onto physical connectivity (transport) such as SDH / WDM.
Services and Management to Switching to Transport.

While most of the market looks upon WDM as a point to
point benefit, It is becoming a media for distributing
switching.

IMHO, CSCO buys them for total turnkey solutions, while
I have no fact on the following, again I stand on my
soapbox and point out that a corporation does NOT invoke
a shareholder's rights plan for nothing.

I've been buying CIEN all the way down to 38, while
I can't go into it here, I've been in their labs and
"You ain't seen nutin yet".
Rgds
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