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


To: Kenneth E. Phillipps who wrote (9939)12/7/2000 3:58:36 PM
From: jghutchison  Respond to of 12623
 
Kenneth,

Maybe you should have taken one of those openings on Gore's legal staff.

What the article clearly states is that Nortel and other legacy equipment purveyors are combining their legacy equipment sales with their DWDM sales and calling it all "state-of-the-art optical networking". Kevin Slocum has unmasked the entire scam. The misrepresentation is nothing more than a slick marketing ploy to project an image of market dominance when such dominance, in fact, does not exist. Nortel's North American market share of real state-of-the-art DWDM optical networking is only 4% vs Ciena's 37%.

We have been down this road several times, yet you continue to fail to see the facts. Sonet is dying, and companies that sell that stuff have market exposure. Investors who buy their stock have exposure. Caveat emptor.

Jack Hutchison



To: Kenneth E. Phillipps who wrote (9939)12/7/2000 4:11:20 PM
From: James Fulop  Read Replies (1) | Respond to of 12623
 
>>they are saying that Nortel is the market leader in WDM sales in Europe only because they are selling the product the carriers want. If the carriers would only buy the Ciena product, then Ciena would be ahead.<<

Perhaps. But I believe the article was more about future sales and what they would be like and not about the present and past.