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

To: Grantcw who wrote (6322)	4/1/1998 12:35:00 AM
From: Afaq Sarwar	Respond to of 10479

Grant, Regarding the short-haul DWDM sales by Ciena to Bell Atlantics, this seems to be the key statement in the news release: <''The deployment of CIENA's MultiWave Firefly(tm) and MultiWave(R) 1600 in local exchange carrier networks is the next logical step for CIENA's optical transmission products,'' said Patrick Nettles, CIENA's president and chief executive officer.> What does this " next logical step" means I do not know. But, it certainly tells me that they have not sold any yet. But, this is some thing we must watch out for. They are already in the door with their long-haul product. I am too interested to see what David Pawlak has to say on this news release. Afaq Sarwar

To: Grantcw who wrote (6322)	4/1/1998 12:39:00 AM
From: Ploni	Read Replies (3) \| Respond to of 10479

Well, that's great: CIEN's product is still in the testing phase, and won't be ready for 6 months, yet Bell Atlantic has agreed to give them half of their DWDM business over the next 5 years. It's too bad that FIBR can't announce having half of some big LEC's DWDM business over the next 5 years, as their local distance GigaMux is presumably farther along in testing, already in production, etc. Maybe if Osicom had better management, they'd be able to accomplish the kind of things that CIEN is accomplishing. But what do I know...