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

To: Gary Korn who wrote (1415)	2/22/1998 10:00:00 AM
From: Glenn D. Rudolph	Respond to of 12623

Zacks Investment Research, Inc. -Company Reports- CIENA CORP Ticker Exchange Industry Type CIEN NSDQ FIBER OPTICS Large Shares/ Outstanding Institutions Insiders 99.3 MM 41.76% CIENA designs, manufactures, and sells dense wavelength division multiplexing systems for use with long-distance fiber-optic telecommunications networks, including its MultiWave 1600 system. The company's MultiWave includes optical transmission terminals, optical amplifiers, and network management software. The company has agreements to supply systems to Sprint, LDDS WorldCom, and Teleway Japan Corporation. Rec Price P/E Mkt Cap Div Rate Yield Sales (12Mo) Sls Gr EPS Gr Div Gr Zacks Rank $55.94 $5554 MM $0.00 0.0% $374 MM Buy Price/Volume Data 52 Week High $62.00 52 Week Low $22.50 Price Change-Year To Date -8% Year To Date(Relative To S & P 500) -13% Average Daily Volume 2623 000s Beta Wall Street Recommendations Natl Retail Broker Inst Broker Reg Broker Total Z Indicator Strong Buy 1 3 2 6 0 Strong Buy Changes: increase, 1 week Moderate Buy 0 1 3 4 1 Mod Buy Changes: increase, 1 week 1 decrease, 1 week Hold 0 0 0 0 0 Hold Changes: increase, 1 week decrease, 1 week Moderate Sell 0 0 0 0 0 Mod Sell Changes: increase, 1 week decrease, 1 week Strong Sell 0 0 0 0 0 Strong Sell Changes: decrease, 1 week

To: Gary Korn who wrote (1415)	2/22/1998 6:24:00 PM
From: craig crawford	Read Replies (3) \| Respond to of 12623

<< I have a comment. I don't know where CIEN's stock price ends in 1998, but I do know that Sergem's post is just plain wrong on two issues >> I don't know if I am confident enough about my knowledge of WDM to say that Sergem is wrong, but I do think he has possibly overlooked a few important points. OC-192 electronics are much more complicated and expensive than OC-48 ones. They might even be more prone to problems. Even if 16 channel OC-192 WDM is available (160Gb/s), in many cases carriers will choose to use OC-48 at say, 40 channels (100Gb/s) because it is simpler and/or less expensive. There are many ways to skin a cat and OC-192 is not always the easiest or best solution. I think QWST is running OC-192 because they are laying new fiber which is well-suited to handle OC-192 speeds. I also think that OC-192 has been used more extensively for long trans-ocean runs undersea. Furthermore AT&T has some of the oldest fiber in service. From what I have read some of their fiber might not even be in good enough condition to even run at OC-192 speeds. Therefore solutions running at OC-48 would be the only effective solution. I don't know how much of the installed fiber is not suitable to run at OC-192 but I would bet it's enough to make a difference. Perhaps our resident expert Mr. Bagwell would have some insight on the subject.