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Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: Clay Takaya who wrote (9771)2/15/2001 9:20:50 PM
From: Kenneth E. Phillipps  Read Replies (2) | Respond to of 14638
 
Just a minute Clay. You are getting carried away. The Nortel DWDM product is not directly linked to SONET just because Nettles implied that in his statement. Nortel not only has a viable DWDM solution but according to Dell'Oro, they are the market leader in DWDM.



To: Clay Takaya who wrote (9771)2/15/2001 9:35:53 PM
From: t2  Read Replies (1) | Respond to of 14638
 
80% of Ciena's revenue comes from long-haul DWDM transport product line. If they are raising guidance, it has to be market share related. (sorry if already posted here)

Message 15360411


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