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To: pass pass who wrote (627)3/8/2001 3:55:58 PM
From: pat mudge  Read Replies (2) | Respond to of 3294
 
CIEN: it's strong because its customer Sprint is still in an expansion mode. At some points if Sprint's competitors slow down, so will Sprint. CIEN is too expensive compared with the other fiber plays.


Or the others are too cheap compared to CIEN. :)

Pat



To: pass pass who wrote (627)3/8/2001 5:34:58 PM
From: James Fulop  Read Replies (1) | Respond to of 3294
 
>>it's strong because its customer Sprint is still in an expansion mode<<

You posted the same thing over on the CIEN thread without anything to back it up except citing an article which you did not bother to link after I requested you do so. The implication to your statement is that Ciena's growth relies primarily on this one customer, which is simply not true. Your statement is inaccurate and misleading.