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Technology Stocks : Ciena (CIEN)
CIEN 191.61-0.1%Nov 17 4:00 PM EST
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To: jach who wrote (5743)12/5/1998 2:23:00 PM
From: Sr K  Read Replies (3) of 12623
 
CMPNet TechSearch:

"Carrier transmission equipment like Sonet ADMs (add-drop multiplexers) and DWDMs (dense wavelength-division multiplexers) also is seeing strong growth, as IXCs (interexchange carriers) rush to bulk up their backbones. Global revenues in this area should climb 15 percent in 1999."

Is 15% credible? Seems a lot lower than I expected.

And their 2001 forecast for Enterprise DWDM's of $200 m does not leave much there for CIEN.
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