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


To: Red Dragon who wrote (1105)12/16/1997 4:06:00 PM
From: Tim Bagwell  Respond to of 12623
 
Just a couple of comments about the 10-K...

The statements that 10GHz electronics is "less stable" seems like an attempt to put doubt into the minds of investors about NT's capabilities and future trends. It's not a serious problem. The state-of-the-art for building microwave circuits lies well beyond this limit and NT has such capability.

It sounds like CIEN is staking their claim on many-channel systems working at 2.5 Gb/s. Others are moving ahead to fewer channels at 10 Gb/s. It's not clear which, if either, is better but CIEN has made their bet.