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

To: Rob S. who wrote (8957)	5/22/2000 11:04:00 AM
From: James Fulop	Read Replies (2) \| Respond to of 12623

You may be correct in your assessment of the competitive landscape, but it will not be the first time that some investors have written off Ciena for precisely the same reasons you posted. In fact, your post reminds of some I read a while back when reading some of the beginning posts on this thread (posted back in 1997.) Of course that does not negate the threat.... Edit: >>What wasn't said by management directly during the cc is that Ciena's new products go more directly into competition with product strategies of the more comprehensive systems providers.<< I am not so sure of that. Ciena has been competing with Nortel and Lucent all along the way... >>These total system buy-ins require much more deliberation by customers because a decision now may well determine their supplier for years to come.<< I'm not so sure of that statement also. But I will have to think that over and come back to you with more than just a simple retort. Cheers

To: Rob S. who wrote (8957)	5/22/2000 11:14:00 PM
From: James Fulop	Read Replies (1) \| Respond to of 12623

>>These total system buy-ins require much more deliberation by customers because a decision now may well determine their supplier for years to come.<< The more I think about this statement, the more I question it. It has been my limited observation that these optical systems being put in now are gravitating to an open standards model that may not by definition lock in a "supplier for years to come".... (An article about these standards was posted a couple of posts back..) Furthermore, I am seeing more and more customers use multiple vendors-a phenomenon which should require more interoperability, no?... This is just my opinion, and any comments, corrections or opinions are welcome by all.