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

To: mact who wrote (9845)	11/21/2000 4:46:37 PM
From: Kenneth E. Phillipps	Respond to of 12623

Mact, NO I am not in Ciena because the multiples are too high. Frankly, I am surprised they have held up better than NT. Nortel is the leader in metro DWDM so they will enjoy growth in that sector. I think they are also the leader in wireless infrastructure. The Xros switch will sell well because it reduces the costs of network operation. I'm sure that 1064 x 1064 ports is just the start. Both Nortel and Ciena are forward looking companies with great technology. I like Nortel because they are not a pure play. They are into everything - optical, wireless, broadband access, e-commerce. They are the gorilla of systems integration. Their footprint is everywhere. Just my biased opinion. <g>