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

To: Ivan Ivankovich who wrote (1051)	12/5/1997 9:25:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 12623

PARADIGM SHIFT, From todays Briefing.com Stock Brief: briefing.com ".....Another factor weighing on the sector is the shift in consumer preferences away from increased processor speed and toward increased bandwidth. Consumer needs and education are driving the shift, and the ramifications are just beginning to be felt in many industries. Given that most consumers use their PCs for email, surfing the web, personal finances, etc., they are discovering that a scaled down box with increased bandwidth for video, data and audio transmission is what best suits their needs. Consequently, demand for next-generation chips and high-end disk drives is weaker than expected, resulting in sharp price cuts and reduced margins for many chip and disk drive makers. While lower component prices are good news for PC makers, increased competition and a potential flood of cheap exports are not. On the plus side, those companies focusing on increasing bandwidth stand to benefit from the paradigm shift in the tech industry...." (Italics mine) Martin