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To: t2 who wrote (17187)	1/25/2001 10:08:12 PM
From: FlameMe	Read Replies (1) \| Respond to of 24042

I agree. What do you think of Ciena?

To: t2 who wrote (17187)	1/26/2001 7:02:56 AM
From: Elroy	Read Replies (1) \| Respond to of 24042

Woah! Where does this thread get their Cisco misinformation!?!?! I would also note that Cisco was high 20s and Lucent low double digits for PMCS. These two had the worst slowdowns among big caps. Comparing CSCO and LU growth rates is crazy. CSCO grew revenues 66% year over year in their most recentlyu reported quarter, raised forward guidance to 50%-60% and predicted 7%-13% sequential growth for the current January quarter. All that Cisco has said since then is that the current quarter is shaping up to be more challenging than it was when the forecast was announced. LU, on the other hand, shrunk revenues by 28% year over year in their most recently reported quarter, and indicated only that they expect revenues to grow from the current low base. I wouldn't lump these two together as having the biggest slowdowns. Cisco, for all we know, may make their numbers and grow 50% this year. Elroy