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

To: Glenn D. Rudolph who wrote (1673)	3/4/1998 10:04:00 AM
From: craig crawford	Read Replies (1) \| Respond to of 12623

No comments from anyone on the WCOM news? Didn't they receive a license to build their own fiber network in Japan? From what I understand they were leasing fiber before but now they are allowed to lay their own. Could be some future business for CIEN.

To: Glenn D. Rudolph who wrote (1673)	3/4/1998 8:55:00 PM
From: craig crawford	Read Replies (1) \| Respond to of 12623

Here is what SmartMoney said about CIEN: smartmoney.com Ciena, the last company on our list, was an IPO star a year ago. It was the first company to market with a technology for wide-area networking known as Dense Wavelength Division Multiplexing. DWDM basically amounts to putting a prism in front of an optical beam, splitting the bandwidth and thereby increasing the capacity of backbone and trunk lines for ISPs and the phone companies. Now, however, Ciena faces competition for the first time, and must rapidly diversify its product line. Ciena has everything to lose, as Lucent and Osicom Technologies (FIBR), among others, begin to roll out their own offerings this year. With competition like that in the offing, we'd steer clear for now. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ I find it interesting that they highlight them as one of their hot technology companies or whatever it's called but then they tell us to stay away from them. Fine by me, while I get back into CIEN I want the street to think CIEN isn't worthwhile. The ludicrous part about the write-up is for competition they mentioned Osicom (FIBR) in the same sentence as Lucent. FIBR is a total sham and is not even a fly on Ciena's or Lucent's backside. The only thing FIBR competes with other companies on is to see who can issue the most stock in the shortest period of time and still have a horrendous balance sheet and no earnings. It's a toss-up between FIBR and SYQT.

To: Glenn D. Rudolph who wrote (1673)	3/7/1998 11:48:00 PM
From: craig crawford	Read Replies (1) \| Respond to of 12623

Possible Lucent defectors going to Ciena? "Ciena is now integrating a large team from Lucent. I promise I have not given up on them." ---George Gilder exchange2000.com As long as I referenced George Gilder, here is a link to an article written by him in 1992 talking about the inevitable triumph of all-optical networks. Some very phrophetic statements in that article. It's always good to re-read this every once in a while. THE COMING OF THE FIBERSPHERE By George Gilder homepage.seas.upenn.edu