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

To: Kenneth E. Phillipps who wrote (10379)	2/15/2001 2:47:42 PM
From: James Fulop	Read Replies (1) \| Respond to of 12623

>>Ciena does not have an end to end solution. Ciena's product appears to be a forklift project - not a smooth migration away SONET.<< Well, far be it for me to judge that. I will leave that up to the customers to decide.

To: Kenneth E. Phillipps who wrote (10379)	2/15/2001 3:29:55 PM
From: jghutchison	Read Replies (1) \| Respond to of 12623

Kenneth, How is it I get the distinct impression of sour grapes here. Ciena is kicking Nortel's butt big time. Nortel has just announced that they are implementing "open systems" solutions in order to head off the Ciena open systems threat. Ciena leads the market in DWDM and optical switching in technology, and market share. You've seen the numbers. I've presented them numerous times. What more does it take? How much of a die hard are you, anyway? And yes, Ciena does offer and end-to-end solution. BTW, where is Nortel's optical switch? They don't have one. The XROS? Give me a break. If you want to see a fork lift upgrade, go to Ciena's web site and look at the photos of the the CoreDirector and the comparable photos of the SONET (Nortel) equipment. QED. I think you know what that means. Setting the record straight, again. Jack Hutchison

To: Kenneth E. Phillipps who wrote (10379)	2/15/2001 5:31:39 PM
From: cfoe	Read Replies (1) \| Respond to of 12623

because the combined optical transport figures continue to show Nortel gaining market share in optical transport. From NT's pre-announcement about 90 minutes ago seems to tell the tale. From QCOM's earnings announcements we can assume there is no problem with NT's CDMA infrastructure business. This leaves its optical and legacy telephone equipment business as suspect. What do you think is the problem? I will bet less is about the U.S. economy than about competition - "Ciena-tition."