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

To: James Fulop who wrote (9041)	5/29/2000 1:50:00 PM
From: jghutchison	Read Replies (1) \| Respond to of 12623

Kenneth, It appears that the Cyras K device represents more of a competitive threat to the incumbent SONET vendors, Lucent and Nortel, rather than an asset. "Which raises the question of what will happen to the established Sonet competition, companies like Nortel Networks nortelnetworks.com and Lucent lucent.com -- when the product ships. Together Cerent [now part of Cisco] and Cyras may just take over the Sonet market, and squeeze Nortel and Lucent badly, Clavenna says. Nortel is already dropping prices significantly to compete, he adds." Jack Hutchison