Ciena (CIEN) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ciena (CIEN)

CIEN 209.52

+1.0%

Nov 12 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: JParks who wrote (2387)	8/21/1998 5:55:00 PM
From: Chris Helton	Read Replies (2) of 12623

Why do investors care whether CIEN sells WDM equipment to ATT? Telllabs has never sold a piece of equipment to ATT and it still has been able to grow quickly! The CLECs will quickly outdistance ATT and the RBOCs. ATT and RBOCs are living in the '80s with 5-10 year planning cycles. In the fast changing world of telecommunications today, a 3 yr cycle is probable and to succeed in that world requires marketing and aggressive sales. Something the RBOCs and ATT don't have. (Hiring a telemarketing firm to sell long distance is not what I am talking about). The future is in selling bandwidth to the home and to the office and the CLECs will beat the RBOCs and T hands down. CIEN's Metro product will be snapped up by the CLECs and will bypass RBOC selling soon. Doesn't anyone realize that ATT is too slow and too methodical to win in the new telecom world? The fact that ATT won't buy CIEN equipment is actually a condemnation of ATT, not CIEN.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next