You made an interesting, and increasingly-familiar, comment:
>>The other problem as an analyst once said, "their products are too good." The reasoning on this is once it is in place, there is enough bandwidth for that fiber.<<
I'm not so sure I'd agree with that analyst entirely. Of course, when a strand is of inferior, or inappropriate, or outdated design, he may be right. But if we concern ourselves with the newer designs of glass manifesting today and in the recent past, I'd have to take some exceptions and note some qualifications.
Frank,
I was duly impressed with your post and knowledge in this area. I have no where near the understanding to agree or disagree. However, What is your opinion on the future of the stock CIEN?
Secondly, if you do not mind answering, what type of engineer are you?
Glenn |