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Technology Stocks : Ciena (CIEN)

CIEN 200.92

-1.6%

Dec 1 4:00 PM EST

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To: joe who wrote (2040)	4/23/1998 1:55:00 PM
From: pat mudge	Read Replies (1) of 12623

Cisco's partnership with Ciena is a clear move against Lucent, Ciena's chief rival in the WDM equipment market. Since WDM technology isn't yet standardized, telecom service providers can't use competing products in the same part of their network. That will force phone companies and Internet service providers to choose either Lucent or the Cisco-Ciena partnership to handle growing Internet traffic with WDM gear. Does this mean T can't deploy both CIEN and LU? Or does it mean they could possibly deploy one in one region and another in another? Not sure how this works. Pat

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