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Technology Stocks : Ciena (CIEN)
CIEN 200.18+2.0%Nov 26 4:00 PM EST

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To: Bob Martin who wrote (5556)11/22/1998 11:48:00 AM
From: Frank A. Coluccio  Read Replies (1) of 12623
 
"Hello, Hello, is this mike on?? Hello, Hello.Time for a sanity check: What products do TLAB and CIEN have in common? Answer- NONE. So, what business has TLAB lost to CIEN? "

We're talking about supplanting the TLAB model with a different one. So, in that respect, you are correct.

But CIEN's add-drop capabilities at the higher throughput levels can do effectively the same thing as the high end Digital Cross Connects at the OC-xy rates. That's one of the reasons that TLAB needs CIEN, in order to integrate this capability into its own high end boxes, before they have a good portion of their lunch box lifted.
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