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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Clint E. who wrote (15267)	2/22/1998 11:51:00 PM
From: Johnny Canuck	Read Replies (2) \| Respond to of 68253

Hi Clint, >>Techie took some notes but I need to ask her if she wants to share >>parts of her notes here. As you said, CIEN is SPCT-ized. If you talking about the conference call, I have heard it. This company has some serious challenges ahead of it. It sounds like WCOM has enough capacity built out for the time being. It looks like the problem is only in the US. As a result it may be putting its build out on hold till the MCI deal is finalized. It look like CIEN needs a sizable RBOC contract for it to meet the projections for the year. CIEN has a lot riding on getting the AT&T contract. Management has confirmed that none of the CLEC's can make up for the WCOM revenue. Funny, I never have heard an analyst want to punch an executive in then nose before. It was a humorous off the cuff comment ,but it was candid and to the point. It looks like WCOM is not that open with the analysts. If Techie has other notes, it might be better to just EMAIL them to me. My EMAIL is in my profile. >>But the bigger question that most carriers are dealing with as >>far deployment/enhancement of WDM/DWDM is whether to add more >>wavelengths to existing fibers or add new SONET multiplexing >>equipment that runs at higher bit rate(OC12--->OC48.) Hum .... interesting, it might be worth looking at companies that manufacute SONET multiplexing equipment that will run at that bit rate. I will try to check in on Tuesday after NN's earnings. I don't expect anything provocative from Greenspan so that first half of the week should be flat. . Have a good week. Harry