Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Osicom(FIBR) -- Ignore unavailable to you. Want to Upgrade?

To: thomas a. burke who wrote (6298)	3/30/1998 8:54:00 AM
From: Ploni	Read Replies (2) \| Respond to of 10479

Not good for Ciena, does not appear to help Fibr either as it states MCI/WORLDCOM will likely turn to Nortel for their products Maybe Nortel is Osicom's mystery partner for the GigaMux.

To: thomas a. burke who wrote (6298)	3/30/1998 9:31:00 AM
From: tbonenyc	Respond to of 10479

<< Check out smartmoney.com today!! Article on Ciena and their troubles with entering the local market. Not good for Ciena, does not appear to help Fibr either as it states MCI/WORLDCOM will likely turn to Nortel for their products. Very interesting article. Tom B.>> Actually, i believe they are talking about the long haul market at this point in the article(Nortel doesn't have short haul, that i know of)...they seemed to have switched gears. The real gist of the article is not about the short-haul market, but rather the different problems Ciena is facing in when it comes to sustained growth. "Nortel, another competitor, has already won contracts from MCI (MCIC) for a competitive product, and if WorldCom acquires MCI's network, it may well acquire Nortel as a supplier, which could spell trouble for Ciena."