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

To: Larry Unger who wrote (1012)	10/27/1997 10:08:00 PM
From: Miles Rhyne Hoffman, CFA	Read Replies (2) \| Respond to of 12623

Ciena is backed by Ben Rosen's venture capital firm, the one that did Compaq, and is the acknowledged leader (inventor, if you will) with major contracts already. Lucent is "OEM'ing" a WDM switch by Yurie (Yuri). So you're the information technology officer of a multi-BILLION dollar MAJOR telecom company or Fortune 500 firm (demand is in the BIG firms) and you're going to buy one from POCI for the following reasons: . .. ... .... ..... well, I can't think of any.

To: Larry Unger who wrote (1012)	10/28/1997 6:11:00 AM
From: craig crawford	Respond to of 12623

<< Any of you follow them? If so, please summarize how their product fits in to WDM technology. Thanks in advance. >> Unfortunately Larry I'm a non-techie too so I can't explain in detail how POCI's products fit into WDM. All I can say is that the rise in their stock price is probably due to contracts announced with Lucent to use their optical filters for optoelectronics devices. (A vote of confidence in their technology). From their most recent 10K: The Company continues to aggressively pursue sales, marketing, and technology development efforts for new optical thin films in the rapidly growing telecommunications and semi-conductor industries, which will begin to generate modest incremental revenues in the last half of this calendar year. In the third and fourth quarters of fiscal year 1997, several initial orders were received for thin films from new customers in these business areas. Development efforts on prototype Wavelength Division Multiplexer (WDM) optical filters are continuing.