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

To: Techplayer who wrote (10074)	12/19/2000 6:24:12 PM
From: Rob Pierce	Read Replies (3) \| Respond to of 12623

Could Omnia payoff come later??? I've gotten the impression from prior posts and the LR articles that Omnia's Metro SONET gear had a ..."different" (?) ... implementation that may have not proven palatable to potential customers. Cyras, seems to be another attempt to target the same niche, but with an implementation that conforms better with what the customers are willing to purchase. (the acquisition was "customer driven") - Did Omnia's and Cyras' products target the same niche? - Is Cyras' product a less disruptive version of Omnia's? How do they differ? - Could have the acquisition of Omnia occurred too soon, such that current customers have passed on it, but that it's possible that Omnia's product (now EdgeDirector) will resurface at a later time? - Or will K2 (Cyras) simply obviate the need for EdgeDirector (Omnia)? Wondering whether we'll ever see direct value out of the Omnia purchase, or whether it will be completely supplanted by K2. RP