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Technology Stocks : Ciena (CIEN) -- Ignore unavailable to you. Want to Upgrade?

To: James Fulop who wrote (7924)	1/25/2000 12:18:00 PM
From: Daniel G. DeBusschere	Read Replies (1) \| Respond to of 12623

I love this comment:- ``In today's SONET networks, ordering and provisioning a basic data circuit from New York to Los Angeles takes months. Given that level of pain with even a simple circuit, talking about value-added services is almost a waste of time,' said George Peabody, managing director of telecommunications research at the Aberdeen Group. ``Customers want bandwidth in Internet increments on Internet time, provisioned within seconds, and with a Web tool to reconfigure the service themselves in real time, or with the bandwidth allocated transparently by a router based on traffic type and a service level agreement. The first carrier to do that is going to scare the heck out of the competition. CIENA's service enablers are the class of tools carriers need to get the job done.' *************************** This is a new paradigm - CIEN is one of the leaders and DOES NOT HAVE AN INSTALLED BASE OF SONET to protect -

To: James Fulop who wrote (7924)	1/26/2000 9:02:00 AM
From: James Fulop	Read Replies (2) \| Respond to of 12623

>>In a twist of investor fancy, Tellabs stock now lags the fiber-optic supplier Ciena (CIEN:Nasdaq - news) (even after adjusting for a stock split by Tellabs last year) for the first time since their merger-of-equals unraveled in September 1998. Tellabs canceled the deal after Ciena lost prospective contracts with customers, including AT&T (T:NYSE - news). Today Ciena is executing a turnaround, developing higher-margin optical products through its acquired units Omnia Communications and Lightera Networks. Like Ciena, Tellabs seems most likely to regain Wall Street's favor by getting new products out the door as well.<< thestreet.com