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

To: Sr K who wrote (5744)	12/6/1998 3:44:00 AM
From: orson sanderson	Read Replies (3) \| Respond to of 12623

B E Klein, have to agree that the figure is suspect to further evaluation and does not leave much for CIEN. The earning better be good or else we will see a retest of the 16 again. Logically LU is good but my heart is with CIEN and hope my heart is not wrongly placed. :) We shall see or else I will have to bail out. Still have lots of other nice CIEN alternative there.REgards

To: Sr K who wrote (5744)	12/6/1998 11:36:00 AM
From: Frank A. Coluccio	Respond to of 12623

BEKlein, I don't know about that 200 MM figure, or how it was derived. See the following link, posted by Pat Mudge on the NN thread. I tend to go with the numbers therein. 200 MM is indeed a paltry number, less than what many large users spend on comms costs per year. I think that it is a gross distortion, in other words. For brevity, you may want to click below, and go to the emboldened last paragraph at the bottom of the page. Enjoy: Message 6708903

To: Sr K who wrote (5744)	12/6/1998 12:01:00 PM
From: Frank A. Coluccio	Respond to of 12623

ps - Now I see the distinction that you may be referring to. On second viewing of your post, I see that you're referring to "enterprise" as opposed to Carrier uptake. Is this the distinction that you are consciously concerned about? Only the very largest "enterprises" (and some which are remotely situated and unencumbered by rights-of-way issues) will take the measures associated with implementing DWDMs. Instead, they are the recipients, possibly, of carrier-provisioned DWDM services, wherein the carriers are the purchasing entities of the technoIogy. I don't see this as a concern. For the time being, and over the next couple of years at least, DWDM is primarily a carrier play.