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Technology Stocks : Ciena (CIEN)

CIEN 178.17

+1.0%

Nov 21 4:00 PM EST

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To: Tim Bagwell who wrote (1881)	4/2/1998 5:01:00 PM
From: Kevin G. O'Neill	Read Replies (1) of 12623

<<But the world of WDM doesn't revolve around the 5 RBOC's. There is a whole big world of network providers, cable companies, private ISP's, and all of the international market that is just salivating to have as much bandwidth as we have in the U.S.>> I'll second this. While I've been out of CIEN a few days now, I do keep looking for re-entry. I think there'll be plenty of business for Ciena. On this point does anyone know if CIEN has good relations with the LVLT (Level 3 Communications) crowd? They'll be starting their 20,000 mile IP network in the 4th quarter and ought to be on a bit of a shopping spree with their $2+ billion in cash. ÿ[see: biz.yahoo.com and read about their fresh deal with Union Pacific Railroad.] The market variously hypes and then discounts the whole bandwidth issue.ÿÿIMHO we will be moving a lot more data over these new pipes over the next five years than anyone can now imagine. That said, I like my CIEN when it is cheap or I'll be happy to pass. Best regards to all on the thread, Kevin

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