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

To: pass pass who wrote (4155)	10/8/1998 2:48:00 AM
From: Gary Wisdom	Respond to of 12623

Book value is $4.67/share. <eom>

To: pass pass who wrote (4155)	10/8/1998 2:57:00 AM
From: jach	Read Replies (2) \| Respond to of 12623

<..CIEN is #1 now,..........> in the high-tech arena being #1 is a big difference, see previous post for Ciena's customer list. Also, bandwidth needs are going to skyrocket once the cable modems and DSL are put to use world wide. The only way to increase bandwidth for existing fiber is to use DWDM and Ciena is #1 and their products are proven becasue they have been field tested in production for about 2 years now. The new product that will be out soon support IP/ATM over WDM directly and thus eliminating a lot of overhead of Sonet SDH. The potential revenue for this kind of proiduct will be much bigger than the existing DWDM mkt, why ? because by supporting IP/ATM directly over DWDM, routers such as Cisco 12000 can hook into the Ciena box and take advantage of efficient bandwidth directly over DWDM using WD switching for IP. There are other devices that can directly connect such as ATM swicthes (asnd 550) and multiservice-ATM access switches (csco 8800).