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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (8369)8/16/2001 9:22:54 AM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
09:06 ET CIENA Corp (CIEN) 28.12: -- Update -- In terms of market segmentation -- Long-haul market opportunity will be flat to slightly down in 2002; also expects long haul to be down in Q4 vs Q3; CIEN expects to maintain core switching market leadership, also expects market for core switching to "almost double" in 2002 vs 2001 (core director could be as much as 25-35% of revs or more); believes metro transport and metro switching could be as much as 15% of revs in 2002. Says current mkt conditions reflect a change in spending not a shift in the demand for bandwidth. Believes the market dynamics have been largely oversimplified as a bandwidth glut.



To: Bill Harmond who wrote (8369)8/16/2001 5:19:10 PM
From: Mark Fowler  Respond to of 57684
 
ok i'm not selling what i have in the IRA and i don't think brcd is going to make it either. Most of this is a major rotation out of tech going on nothing fundamentally wrong with these companies!



To: Bill Harmond who wrote (8369)8/16/2001 5:23:23 PM
From: Mark Fowler  Read Replies (1) | Respond to of 57684
 
We'll know about that 64K question soon!


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