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

To: Capitalist who wrote (1802)	3/30/1998 3:44:00 PM
From: MU Lation	Read Replies (1) \| Respond to of 12623

Maybe Bell Atlantic is hedging its bets. The Ciena announcement seemed to be much more definite and detailed. The LU announcement included some SONET equipment and vaig references to DWDM. CIEN shares sure dont seem to be reacting much. MU

To: Capitalist who wrote (1802)	3/31/1998 1:58:00 AM
From: Tim Bagwell	Read Replies (1) \| Respond to of 12623

It's common for a large contract to contain a primary source and a secondary source. In fact, it would be incompetent if Bell Atlantic did not use a second source (as a backup) for equipment. The question then is who is the primary supplier and who is the secondary source? I'd like to believe that Ciena has the lead position but this probably is not the case.