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

To: pass pass who wrote (2486)	8/23/1998 4:27:00 PM
From: Bald Man from Mars	Respond to of 12623

<< Buy more CIEN, that's what I'll do. With or without the merger, I don't think T's contract could be worth 3 billion dollar of market cap drop>> Somebody suggests that this Ciena probably only worths in the low twenties ...

To: pass pass who wrote (2486)	8/23/1998 4:33:00 PM
From: pass pass	Respond to of 12623

Could the 3rd party be CSCO? Old news from CSCO and CIEN dated April, then in May, this 3rd party (Company A in proxy) proposed to CIEN twice. ATM and IP directly over fiber is the new paradigm. cisco.com The Cisco 12000 will interface with CIENA's DWDM system via synchronous optical network/synchronous digital hierarchy (SONET/SDH) OC-48c/STM-16 interfaces at 2.5 Gbps, without the need for additional intermediate network elements such as SONET terminal multiplexers. Future activities will include integration of additional platforms and interfaces, including support for asynchronous transfer mode (ATM), and the definition of new interfaces between data and optical layers to improve network flexibility and reduce equipment costs.... The ability to directly connect data platforms with optical networking elements such as DWDM will enable service providers to cost-effectively exploit the enormous capacities of optical technologies....Carriers are quickly recognizing the benefits of bringing IP traffic directly onto DWDM transport cisco.com IP traffic volumes are quickly surpassing the capacities of circuit-oriented SONET/SDH equipment. This volume is driving a need for data equipment that can directly access the enormous capacity provided by optical technologies.