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Technology Stocks : Ciena (CIEN)

CIEN 201.46

+2.9%

Nov 6 4:00 PM EST

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To: George Bielski who wrote (3009)	9/14/1998 1:47:00 AM
From: Chris Helton	Read Replies (1) of 12623

this PR report you printed re Pirelli and Ascend could easily be compared to the Cisco/Ciena PR re IP Routers connecting to DWDM. Ciena doesn't care whether the port is ATM or IP, they have set their equipment to accept OC-48 (i.e. 2.5 GB) data streams. Ciena is working with Cisco, Pirelli is working with Ascend. which one would you bet on? I would take Cisco anyday. It is not a matter of which technology is better. Both will work and carriers will use both. It will come down to marketing muscle. Cisco. Cisco. Cisco.

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