Ciena (CIEN) Message Board

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Technology Stocks : Ciena (CIEN)

CIEN 194.21

-7.3%

Nov 13 4:00 PM EST

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To: Doughboy who wrote (2678)	9/3/1998 10:53:00 PM
From: pass pass	Read Replies (1) of 12623

Doughboy: A commodity is something everyone can make and sell cheaply. In that sense, an IC is a commodity (that's why most chipmakers are not good investment, maybe except INTC). With possible suicidal price war, WDM could be a commodity. Then CIEN would lose its edge. However, if you use WDM as a platform and develop something new, that's where the real money is. That's why I'm anxious to see any real solution or product coming out of CIEN/CSCO/ASND forum. Last time I saw CSCO mentioned in CIEN's news was April, 5 months now. Have they together defined anything? The infinite bandwidth you said is not what I meant. For the existing fiber infrastructure, you can only divide a wavelength span (or spectrum) by a finite amount.

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