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

To: Doug who wrote (2397)	8/22/1998 12:39:00 AM
From: coop	Read Replies (2) \| Respond to of 12623

Regardless of everyone comments, cIEn closed on instinet at 34. The TLAB merger is likely to go through. There is, however, a risk premium that investors shall assign that the deal will not go through. CIEn went down today as if it was a stand alone company with no merger what so ever. Then it traded up to 34 interday as the market assimilated that the deal is not over. We shall see where this puppy gaps up on monday.

To: Doug who wrote (2397)	8/22/1998 9:36:00 AM
From: craig crawford	Respond to of 12623

>> Further as T has been a valued Customer, what is the revenue loss and expectations of finding a replacement. << T wasn't actually a customer yet, but was expected to generate well in excess of $100 million for CIEN.

To: Doug who wrote (2397)	8/22/1998 11:16:00 AM
From: Geof Hollingsworth	Respond to of 12623

I would like to know who will be replacing CIEN as T's main supplier for Multiplexer eqpt Lucent will remain the main supplier of DWDM equipment to T, supplemented for now by Alcatel. I am sure they are also trialing equipment from additional vendors (there are many). For more details on the history (and public indications that the relationship with T always had a fair degree of risk) see post 2031 on this thread. According to CSFB, CIEN will face several quarters of transition to new customers/new markets.