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

To: James Fulop who wrote (10517)	2/28/2001 3:03:26 AM
From: cfoe	Read Replies (1) \| Respond to of 12623

In the latest Forbes (hard copy), there is an article entitled "Conqueror in the Carnage: Most telecom startups are doomed. Clark McLeod will survive to own their assets." It mentions two of Ciena's customers favorably - McLeod and XO. Predicts that both will be left standing to pick up the pieces of the current telecom financing debacle.

To: James Fulop who wrote (10517)	2/28/2001 12:53:46 PM
From: jghutchison	Read Replies (1) \| Respond to of 12623

James, It appears that Cisco is in the legacy SONET ADM market after all. That market is now beginning to smell like burnt toast. In spite of Nortel's protests, Ciena is capturing market share with the CoreDirector at the expense of this legacy equipment. Is Lucent in a death spiral or what? Jack Hutchison SONET/SDH Multiplexer Market Declines 1% in 4Q00 According to Dell'Oro Group Redwood City, CA - February 22, 2001 - According to Dell'Oro Group, the SONET/SDH Multiplexer market declined 1% Q/Q with revenues of $3.7 billion in 4Q00. Despite Q/Q revenue growth from Nortel, Alcatel and Marconi, it was not enough to offset the overall decline in the SONET/SDH market. Market Leaders (based on revenue) SONET/SDH Multiplexer Market Total Market 4Q00 Quarterly Growth MFG Revenue ($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% About Dell'Oro Group Dell'Oro Group is a market research firm that specializes in providing accurate and timely data on the networking industry. Dell'Oro Group's WAN Report tracks Multiservice WAN Switch-Core & Edge, WAN Routers-Core & Edge, WAN Routers-Broadband Aggregation, DWDM-Long Haul, DWDM-Metro, and SONET/SDH Multiplexers. The WAN Report focuses on detailed quarterly analysis of market size, market share, port/unit shipments and average selling prices as it pertains to markets and vendors. To purchase this report, contact Karolin Di Cristina at 650-622-9400 ext. 223. <i/>