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

To: Techplayer who wrote (10062)	12/19/2000 2:12:58 PM
From: jeremic	Read Replies (1) \| Respond to of 12623

tp - I hope Ciena is not painting themselves in the corner by capitulating to the current needs of their customer base. I know that sounds counter-intuitive considering 'listen to the customer' has been the cornerstone of Ciena's recent success, however customers have no loyalty and when SONETless WDM begins to infiltrate the metro by the end of next year and 2002, Ciena may be left holding the bag . . . I share your concerns with this acquisition - and while the logic of the deal may be the opposite of the Omnia acquisition (Cyras has a product that someone wants now, but maybe not later) the end result may ultimately be the same. FWIW jeremic