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

To: James Fulop who wrote (10462)	2/22/2001 9:09:38 AM
From: James Fulop	Read Replies (1) \| Respond to of 12623

Some figures from Dell'Oro (via Yahoo) REDWOOD CITY, Calif.--(BUSINESS WIRE)--Feb. 22, 2001--According to Dell'Oro Group, the DWDM Market (includes DWDM-Long Haul, and DWDM-Metro) grew 27% Q/Q with revenues of $2.2 billion in 4Q00. By segment, the DWDM-Metro market grew 45% Q/Q, while DWDM-Long Haul grew 25% Q/Q. Market Leaders (based on revenue) DWDM Market (incl. DWDM-Long Haul and DWDM-Metro) Quarterly Total Market 4Q00 Growth ------------ ---- ------ MFG Revenue ($B) $2,208 + 27% Vendor Rank Growth ------ ---- ------ Nortel 1 + 44% Ciena 2 + 21% Lucent 3 - 26% Alcatel 4 + 40% Fujitsu 5 - 43% ONI 6 + 82% messages.yahoo.com REDWOOD CITY, Calif.--(BUSINESS WIRE)--Feb. 22, 2001--According to Dell'Oro Group, the SONET/SDH Multiplexer market declined 1% Q/Q with revenues of $3.7 billion in 4Q00. Despite Q/Q revenue growth from Nortel, Alcatel and Marconi, it was not enough to offset the overall decline in the SONET/SDH market. Market Leaders (based on revenue) SONET/SDH Multiplexer Market Quarterly Total Market 4Q00 Growth ------------ ---- ------ MFG Revenue ($B) $3,738 - 1% Vendor Rank Growth ------ ---- ------ Nortel 1 + 4% Fujitsu 2 - 18% Alcatel 3 + 18% Lucent 4 - 27% Marconi 5 + 16% Cisco 6 0% messages.yahoo.com

To: James Fulop who wrote (10462)	2/22/2001 9:20:33 AM
From: jghutchison	Read Replies (1) \| Respond to of 12623

The Inventory Non-Issue....JGh “The one area we had to be most careful in explaining was the inventory issue,” Nettles said. “Our inventories are up, and I think the analysts did understand that, but it took some time talking through that. It’s a result of a couple of things. “We’ve used inventory strategically to build a basis to be able to respond to customer needs, so we tend to keep a higher inventory level than a lot of other companies. But as a systems business, if you can’t respond quickly, then somebody else gets the business. And that’s how we’ve won a lot of deals historically. “The second point is that a lot of our equipment is either on-site at customer locations, or about to go on-site at customer locations because we’ve got a number of big builds on the way. So a good part of the inventory was finished goods -- that is, in various stages of acceptance. “We had to walk through that because the numbers themselves could look very similar to a Nortel problem that showed up in the Fall. But I think the issue in our case is very different. We’re simply building the basis for what we see as continued growth in our business, and we’re in the process of selling off gear where the build hasn’t been completed, and as a result we can’t take revenue yet.”