SI
SI
discoversearch

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 : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?


To: Mark Oliver who wrote (800)9/4/1998 9:16:00 PM
From: Frodo Baxter  Read Replies (2) | Respond to of 2025
 
OT- DWDM

Ciena, the leader in DWDM is probably cheap here. It's trading at 25, down from a high of 92. Merger with TLAB at .8 share per, but I gotta believe that some hostile suitor will come calling considering how depressed these share prices are.

On technical merits, Ciena is still the leader, with working equipment that can do 40x, while Lucent can only do 16x. Lucent claims to have an 80x system in the works, but it's vaporware.