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

To: Mark Bong who wrote (8071)	2/17/2000 10:35:00 PM
From: cfoe	Read Replies (3) \| Respond to of 12623

I only got to listen to the last third of the Q&A session, but I heard three things in the answers to two questions that concerned me for the long-term (whatever that is these days). (Note - I am long Ciena and within the last couple of months added to my position.) There was a question about the demand for optical switching (championed by Gilder). The responder (and I do not know who) first made a somewhat (to me) derisive comment about certain technology pundits. I took this to be a swipe at Gilder, although I have been known to be a bit sensitive in this area. The speaker then went on to say something even more concerning - that they do not see any demand from their customers for products that bring what optical switching can bring. Now I have been studying Christensen's Disruptive Innovation stuff this past year and I can tell you that companies that say this are ripe for disruption. Do I think it will happen tomorrow? No. I think the business they are in is exploding upward. However, the comment did convey to me a bit of management blindness that bears watching out for in the future. The other question/answer slips my mind for now, but I will post it if it comes back to me.