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

To: jack bittner who wrote (7992)	2/14/2000 7:18:00 AM
From: James Fulop	Read Replies (2) \| Respond to of 12623

Very interesting series of posts. I'm no expert, but the more I read about this area, the more it seems we are seeing a "war of semantics" that is creating a good deal of confusion. Your comment "when all of us realize it'll be some time before all this experimentation and description turns into profits for our stocks" may not even be correct as it seems a lot of descriptions border on hype, which have at times temporarily helped stocks reach unrealistic levels....<g> Seriously though, I am going to have to do a lot more research before I can even try to give a thorough answer to the claims in your post. Regards PS How about posting the same question over on Frank C.'s thread? I bet you might get some interesting views on this over there....

To: jack bittner who wrote (7992)	2/14/2000 9:01:00 AM
From: jghutchison	Read Replies (1) \| Respond to of 12623

Jack, I have some expertise in electro-optics, and quite a bit in investing. I am not familiar with this particular earth shaking technology, but it is easy to recognize BS when you see it. The best technology may not often be a successful product. You need a successful execution as well. Often a successful execution will lead to a successful product which was not original or the best, fastest, whatever. Ciena held no proprietary rights to DWDM. But they surely executed well. Watch the developments closely, and act accordingly. Filter out the BS. Jack Hutchison