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To: ftth who wrote (1209)	11/2/2000 10:00:04 PM
From: Raymond Duray	Respond to of 46821

Hey, I'm just taking the company's word for it. They stated on their website that they expect to be very attractive to carriers specifically because their LENS product is compatible with existing SONET and DWDM gear. I'm not making this up. Though I may be naive for believing anything I read. <bg> They do discuss the issues you raise and give reassurance that they've got it covered. I guess it's a moot point to us now. Won't be thinking IPO at least until next summer from the looks of it. R.