Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kenneth E. Phillipps who wrote (9943)	12/7/2000 9:21:21 PM
From: James Fulop	Respond to of 12623

>>you said XO was a 10% customer<< No, I did not say that-I believe that was cfoe. I said they were Sprint, GTS and Qwest. And by the way, I did listen to the CC again, and I can confirm both that and, contrary to what Lightreading wrote, that there were only three 10% customers this quarter.(Lightreading had incorrectly written that there were four.) Actually XO was mentioned as a CoreDirector customer on the CC. And since the European version of the CoreDirector will not ship until 1Q 01, I am pretty sure the CoreDirector deployment by XO will be for here in the US so that news may not be as serious as you imply. Of course it may affect XO's deployment of long haul equipment in Europe, but I'd have to check first as I was under the impression XO was using Ciena equipment only here in the US. I may be wrong, but I think XO is also a customer of Lucent and would not be surprised that Lucent is the vendor for Europe...Here is the initial news release which gives no mention of international deployment by XO... "NEXTLINK CHOOSES CIENA OPTICAL SYSTEMS TO "LIGHT" NEXT-GENERATION NORTH AMERICAN BACKBONE NETWORK" ciena.com