Ciena (CIEN) Message Board

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Technology Stocks : Ciena (CIEN)

CIEN 199.26

-1.1%

Nov 7 4:00 PM EST

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To: jach who wrote (2960)	9/13/1998 10:13:00 AM
From: WONG	Read Replies (3) of 12623

I agree with you that CIEN is a leading edge with strong products and very cheap valuation because of the recent sell off. However one thing that bothers me is the ATT cancellation of their test of CIEN equipment. IF CSCO's largest carrier customer is ATT, and CSCO GSR 12000 router is being mostly tested and used with CIEN's DWDM stuff, does that mean CSCO will not be a big supplier to ATT for any next generation IP over DWDM fiber network? Does that mean Lucent with their DWDM and ASND with their ATM over DWDM( with NEC and Pirelli gears) will be big winners for the ATT account? Would CSCO be losing share to LU and ASND on the next generation network battlefield?

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