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Technology Stocks : Global Crossing - GX (formerly GBLX) -- Ignore unavailable to you. Want to Upgrade?

To: Sawtooth who wrote (1884)	9/9/1999 9:58:00 AM
From: mmeggs	Read Replies (1) \| Respond to of 15615

Hi Tim. Given the announcement back in mid-August, I am pretty sure the bulk of their DWM equipment comes from LU. The context was for construction of the South American network, but it indicated they are using the 80-channel LU WDM equipment. mmeggs

To: Sawtooth who wrote (1884)	9/9/1999 10:01:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 15615

Tim A. LOL re the quote. LU and AT&T took the wind out of Ciena's sails with the carefully orchestrated "test" failure which scuttled the TLAB take over - not the declining price of DWDM. The $8 Ciena price came from the former, not the latter. Clearly the declining price of DWDM is a major advantage to Ciena, not a problem. Market exploding. But that belongs on the Ciena thread. Best as always to you. Chaz

To: Sawtooth who wrote (1884)	9/9/1999 10:01:00 AM
From: quidditch	Read Replies (1) \| Respond to of 15615

Tim, since T sandbagged CIEN on the morniing of the shareholder vote for the TLAB merger, CIEN has been trying to rebuild its customer base with CLECs, ILECs and others and I assume GBLX is a candidate for CIEN's DWDM Sentry (I think is the product name) product. NT, LU may also be potential or actual vendors. Btw, pass, CIEN's slippage to 8 last year was not so much a function of falling prices for DWDM but the Street's perception that CIEN would have a hard time building back its revenue base after the T fiasco and after WCOM, I think (could have been FON) indicated a slowdown in procurement and deployment of DWDM buildout. It was then also believed that LU would begin eating CIEN's lunch, as LU had made optimistic statements about rollout for 64 and higher lambda product, but this proved to be pie in sky in terms of time frame LU was projecting. Regards. Steven