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

To: Miles Rhyne Hoffman, CFA who wrote (1049)12/5/1997 9:23:00 AM
From: TERRY MURPHY  Read Replies (1) | Respond to of 12623
 
Precision Optics (POCI) is working on a WDM optical filter that it will sell to big players like CIEN, LU, UNPH, etc. The filter technology is the enabler in WDM and there are huge margins available as a result. POCI has spent the last year investing in infrastructure so most of the fixed costs are now behind the company. The company has stated that it will have a prototype ready by year end and will ramp up production in the first calendar quarter of 1998. With the market caps of companies like UNPH and CIEN fetching $billions,I don't see POCI's current $25 million cap lasting for long. Could this be the next big WDM play?...Terry




To: Miles Rhyne Hoffman, CFA who wrote (1049)12/7/1997 4:28:00 PM
From: ian  Read Replies (1) | Respond to of 12623
 
But very much of the internet backbone has not been increased 16X is speed with CIEN products. I believe there potential market is huge. Are you recommanding that their products increase speed a more reasonable 8X or something along those lines?

Ian


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