Interesting reply in post # 725, George, thanks.
You note that...
>>NT is a great across the board bet on communications technology, but it doesn't offer pure play on anything.<<
Look at the pure play status of CIEN, and how they need to be able to laterally and vertically integrate with an assortment of other frameworks. CIEN's pure play status and their inability to demonstrate a broad product showcase is now working against them, which, granted, may be artificially accentuated by their recent failed merger play. But my main point prevails.
NT will have less of a problem with this, ironically, for the very reasons that you cast a less-than-glowing shadow over them.
>>It's strong in WDM, but it always wants to combine it with SONET TDM megadollar muxes.<<
...which, I infer, you take to be a negative thing, or correct me if I am wrong about this.
From an ideal perspective I'd tend to agree with you, if we could all see our visions through to their ultimate and optical/wireless ends.
But from a practical perspective, and one from an investor's view, we have to, IMO, seize the realities of the day, and can only keep an eye on the future (which you do so very well, and for that reason I feel that this criticism may be misplaced, but here it is nonetheless) to unleash the potentials that you and I both normally allude to.
See my reply to a CIEN poster on this matter for an admittedly overly-balanced and strong attempt at a hopefully unbiased approach to these matters, at:
Message 6052656
Best Regards, Frank Coluccio |
