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

To: jghutchison who wrote (8912)5/18/2000 7:08:00 PM
From: James Fulop  Read Replies (2) | Respond to of 12623
 
>>It appears that the unannounced customer is Williams<<

Are you sure about that? Here is the original Williams release. I would think they would not call it an unannounced customer even if it is for another product...

ciena.com

>>Paying cash this time.<<

Wait, what did they pay with before? Wampum? ...<g>

(I know, you are actually referring to the Williams deal with Sycamore and not the initial deal with Ciena..)



To: jghutchison who wrote (8912)5/18/2000 7:16:00 PM
From: jghutchison  Respond to of 12623
 
Pure Speculation

Qwest was a big customer of Nortel. Qwest is now a big customer of Ciena. Second source, or better execution?

Williams was a very big funny money customer of Sycamore, and a major Sycamore shareholder. Williams may now be a cash customer of Ciena. Second source, or better execution?

(Note also that Williams market cap is less than that of Sycamore Networks, a startup company.)

Jack Hutchison


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