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

To: Kenneth E. Phillipps who wrote (10009)	12/14/2000 1:03:13 PM
From: Techplayer	Respond to of 12623

Kenneth, In a research report published earlier this year, the market for Sonet equipment was estimated to be in growth mode through 2003. At that time, the Q's and other new generation carriers were expected to reduce spending in that area. The traditional carriers were estimated to spend with YoY growth until 2005. tp

To: Kenneth E. Phillipps who wrote (10009)	12/14/2000 1:16:00 PM
From: jghutchison	Read Replies (1) \| Respond to of 12623

Kenneth, I believe you are confusing legacy SONET gear and cutting edge SONET II access equipment. They are totally different animals. The technology used by Cerent, Siara, and Cyras has a look and feel of SONET, but it is far simpler and considerably less expensive than traditional legacy equipment like that offered by Nortel, Lucent, Alcatel, etc. This technology is rapidly capturing market share from the legacy equipment providers. Cisco claims to have an annual revenue run rate of $1 billion after only one year with the Cerent box. Redback is also doing quite well with its Siara box. All three of the companies cited above were spun off from the parent, Fiberlane, a couple of years ago. A management dispute of some sort, I suppose. Jack Hutchison