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Technology Stocks : Ciena (CIEN)
CIEN 230.03-0.8%Jan 22 4:00 PM EST
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To: George the Greek who wrote (4479)10/21/1998 5:50:00 PM
From: Kachina  Read Replies (1) of 12623
 
Ciena has working products that are simply next years vaporware at Lucent.
Ciena is losing contracts in the low end (8 channel range). Lucent, Pirelli, others have this technology. But Ciena has (hmmm.) 48 and 96 channel? (I think that's right. We are talking without reference materials now.) Nobody else has it that I am aware of.

So Ciena is the only player on the high end.

Lucent is spinning marketing "announcements" of products that do not exist in an effort to get other companies to wait for the higher end from Lucent. A form of bait and switch.

It also looks (to me) like Lucent has been trying to reverse engineer Ciena equipment. Maybe more than that even. The timing on that "fire" was just too coincidental for me to believe. Lucent and ATT scuttled the merger with their phone call.
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