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

To: James Fulop who wrote (9835)	11/21/2000 9:00:04 AM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 12623

Re Statement of ONIS that Nortel does not have 10Gbps metro product. This would seem to contradict that statement. nortelnetworks.com

To: James Fulop who wrote (9835)	11/21/2000 11:21:45 AM
From: jghutchison	Read Replies (1) \| Respond to of 12623

James, I recall seeing a Del'Oro report that showed a pie diagram indicating Nortel's major market share of metro equipment, followed by Ciena, with a minor piece held by ONIS. I don't believe Nortel breaks out its metro and long haul optical networking sales into sub categories of DWDM and SONET. It is not in their interest to do so from a marketing perspective. As a result, it is difficult to compare respective market shares of DWDM equipment offered by Ciena and ONIS with Sonet and DWDM offered by Nortel. I believe my statement was to the effect that Ciena is the technology leader in DWDM equipment. I still stand by that. Jack