SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Lizzie Tudor who wrote (19945)3/23/2004 8:57:58 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 57684
 
interesting light reading article on survivors in telecom
(of course Cisco is #1 survivor but others are mentioned)

Who's Winning in the Rebound?
lightreading.com

The last-place finisher was Corvis Corp. (Nasdaq: CORV - message board), followed closely by Ciena Corp. (Nasdaq: CIEN - message board) and Lucent Technologies Inc. (NYSE: LU - message board).

I thought LU had a pulse. But the last CIEN call was indeed really bad. The strange thing about CIEN is that the component makers like JDSU are starting to rebound. Somebody is buying optical.