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

To: cfoe who wrote (9390)	7/24/2000 2:01:50 PM
From: James Fulop	Respond to of 12623

>>Would like to hear from more<< Well, I can't give you a technical assessment, but I can say that Nettles did mention wireless as a big factor in the internet infrastructure buildout when he was interviewed on the Nightly Business Report a while back. And it is interesting to note that Ciena has been attending a number of wireless conferences-perhaps this is the first of many in a new category of customers. Finally, while the wireless sector has been hit with news of Ericisson's headset problems, the wireless infrastructure buildout continues to be strong...a trend on which I believe Ciena will capitalize... >>Fortunately, the real engine of Ericsson -- wireless infrastructure sales -- had started kicking in even as the phone division began fading. The network business is the real heart of Ericsson; the company started making mobile phones more or less as an afterthought. Ericsson's mobile-network sales stayed firm throughout the late '90s, and now when most operators are starting to upgrade their second-generation networks, the company stands ready to reap the gains from an entirely new product cycle. The potential of this shift first became evident in Ericsson's first-quarter results, when the growth of the mobile-infrastructure operations became obvious.<< thestreet.com