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To: Capitalist who wrote (2209)	2/25/1998 10:07:00 AM
From: craig crawford	Respond to of 7342

<< So was Netscape, what's your point? >> Netscape didn't earn money from the get go like CIEN did and Lucent is no Microsoft. Also, there are basic differences in their business model. For instance, it's not hard for people to download MSFT's browser and switch from NSCP. If CIEN can get a nice installed base of it's WDM products it will get lot's of repeat business because people don't like to switch vendors. (Especially with complicated WDM equipment). << Just cause they started off nicely, does not necessarily mean they will stay in the lead. >> OK, so when I see CIEN lose the lead maybe I will re-evaluate. Right now it's still the leader.