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Technology Stocks : Ciena (CIEN)
CIEN 191.74-1.3%Nov 14 4:00 PM EST
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To: Nilda Ovalles who wrote (2029)4/22/1998 1:18:00 PM
From: pat mudge  Read Replies (2) of 12623
 
Nilda --

Thanks for your great response. I've not looked at the satellite players simply because their numbers are often redder than red. Of course, I've been wrong as most have done extremely well.

As for Cisco and CIEN with AT&T, I think CIEN is doing trials already and I've been told they'll be players. I don't know Cisco's position other than this recent announcement saying they'll work together. Are there other networkers who could benefit just as easily or is CSCO a slam-dunk? Considering their Stratacom switches pooped out, will T look to other vendors? I own CSCO so am just playing the devil's advocate.

Your list of companies is impressive. You have to add TXN, though, as they own the DSP market. :))

Later --

Pat
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