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

To: James Fulop who wrote (10041)	12/19/2000 10:21:57 AM
From: James Fulop	Respond to of 12623

With regard to customers in trials with Cyras product, I found the following: >>Cyras officials deny that ICG is a “significant” customer, though they admit that ICG is on the company’s soon-to-be-announced list. Still, they say that the company’s strategy has never focused on the CLEC market exclusively, and, in fact, the company is targeting larger carriers. “We’ve never planned to build our business on CLECs,” says Ron Kelley, vice president of North American sales for Cyras. “That doesn’t mean that we don’t want their business, but we’re more focused on building a customer foundation that includes the Qwests, the MCI/Worldcoms, and the AT&Ts of the world.”<< lightreading.com Bear in mind that Smith refused to answer that question on the CC this morning due to competitive reasons (something to the effect that competitors were probably listening...) although my understanding was that there are a number of customers trialing right now. (I'm going to have to listen to the call again...) In addition: >>While the Cyras executive team appears intent on flicking the switch marked "wheels fall off," the company is still undeniably hot. On the positive side of the ledger, the Cyras product is still aimed at cash-rich, respectable RBOCs — not sniffly little, cash-strapped CLEC startups. It still has working ASICs. And it's still backing a strong technology (Sonet). Further, during a recent visit to Cyras headquarters, Light Reading inadvertently (ahem) wandered into the VP of sales' office and noticed the company's sales forecasts for the next year on his whiteboard. Despite the incumbent's attempts to obscure the information by jumping up and down, waving his arms in front of the board, and shouting, "No, no, no! You're not supposed to be in here!" we noticed a forecast of 9-figure sales for its OC192 interface within six months.<< lightreading.com