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

To: James Fulop who wrote (10609)	3/9/2001 4:06:56 PM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 12623

Let me put that article in perspective. Nortel's optical revenues last year were $10 billion. Optical was only 1/3 of their revenue. They are #2 in wireless infrastructure with about 25% market share. They are currently #1 in WAN multiservice switches with about 30% market share. They are #1 in content switching. They are the fastest growing vendor in ethernet switches. They have the broadest product portfolio of any telecome equipment company. Ciena is a rapidly growing company with less than $ 1 Billion in revenue. Ciena does not have a complete optical portfolio. In this market and In this economy, it is premature to be predicting the decline of Nortel. The #1 telecom equipment vendor in sales last year is a 105 year old company who survived the great depression.