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

To: Raymond Duray who wrote (10490)	2/25/2001 1:30:57 PM
From: John Chen	Read Replies (1) \| Respond to of 12623

Raymond,re:"$3billion over the next 3 years". CIEN's market cap. is already $22+Billions. Assuming CIEN's owns the 'total market', are you sure they meant $3billion or $3trillion.

To: Raymond Duray who wrote (10490)	2/26/2001 12:47:57 AM
From: Techplayer	Read Replies (1) \| Respond to of 12623

Raymond, I fully agree with that statement. When you look at comments from Cien and ONI, their outlook is far different than those selling long haul, older SONET or voice switches. I have felt that this year was the year for metro an metro access deployment for a year, good market or not. I like the position that CIEN is in. The only reasons that I don't own is their PE and the chance, however big or small, that the Cyras product will not pan out as planned. tp