George Gilder - Forbes ASAP Message Board

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Technology Stocks : George Gilder - Forbes ASAP

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To: George Gilder who wrote (540)	5/29/1998 10:07:00 PM
From: SteveG	Read Replies (1) of 5853

<..I reported that Ciena was losing out to Nortel on most of the big greenfields orders from the likes of Qwest,..> Funny - Nacchio just a few weeks ago responded to this very question with a definitive 'QWST doesn't NEED Ciena or ANYONE's DWDM', and didn't see this likely for quite some time. I would assume the same is true for LVLT and WMB whose high capacity fiber systems will likely not justify the muxing cost for a good while. This is QWST's case for what distinguishes the NEW guys (predominantly QWST) from old WCOM, T and FON fiber systems.. Or did I miss something here? It seemed CIEN began it's retreat when WCOM delayed deployment, LIKELY to see just what LU had up it's sleeve with their then recently announced 80x.

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