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Technology Stocks : Ciena (CIEN)
CIEN 200.92-1.6%Dec 1 4:00 PM EST
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To: Glenn D. Rudolph who wrote (3338)9/19/1998 9:32:00 AM
From: Stash  Read Replies (1) of 12623
 
Glenn,
From my understanding, the reason WCOM pushed out their orders from
CIENA ~a year+ ago, was the fact you just mentioned ie. Ciena's products were too good, capable of handling more through-put that
WCOM needed and therefore, could not justify the additional expense
of adding new equipment until demand required it. My memory maybe fuzzy here, so anyone that can shed some light on this, please do.

S
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