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Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?

To: pat mudge who wrote (185)	2/15/2001 8:11:36 PM
From: Red Dragon	Read Replies (3) \| Respond to of 3294

One possible explanation for the Nortel/Ciena disparity... It seems that Nortel is a big sprawling company with a lot of exposure to "older" fiber optics technology like SONET gear. Ciena, on the other hand, likes to position itself as exclusively in the "next generation" fiber optics sector with their line of DWDM equipment. My understanding is that carriers are transitioning from SONET and other old circuit switching technologies (all of which Nortel sells) and into newer technologies such as DWDM, which Ciena dominates. Thus, that could explain why Nortel is warning, while Ciena is celebrating. Of note, I think I recall management from JDSU and SDLI saying they don't make any parts (and have no exposure) to SONET gear. Can anyone confirm that?