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Technology Stocks : Ciena (CIEN)

CIEN 195.76

+7.0%

Nov 5 4:00 PM EST

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To: gbh who wrote (3029)	9/14/1998 9:28:00 AM
From: Gary Korn	Read Replies (1) of 12623

Q&A continued: A: Remember, this conversation with TLAB started with them calling us, not the other way around. There are still partnering opps. with TLABs, such as in Latin America. Q: What about CSCO relationship? A: We think it is very important. Together, working to promote understanding of new architecture of IP over ____. Sprint ION is a very important program. They are way out in front in terms of their technology. Q: Revenue opp for OC-192? Need to reset employee options? A: OC-192 has been underway for over a year. General availability 1H99. Development cost was modest. Revenue opportunity still small, because most fiber is not suitable for OC-192. Still, important technology on an incremental basis, as carriers are looking for this 2-3 years down the road. With regard to options, clearly important to motivate employees. We will take a hard look at that over next few weeks. Q: Accelerate Firely/Metro? A: Metro will be a powerful product for CLECs in relatively short term. Will see an exciting development very quickly with CLECs, after that RBOCs will move.

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