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

To: pass pass who wrote (6006)	12/31/1998 9:29:00 PM
From: michael liu	Read Replies (2) \| Respond to of 12623

There is a rumor around at Yahoo message group about Cisco takeover CIEN. I think that it makes sense if Cisco makes this move sometime next year. Telecoms are very conservative, and don't want to deal with outsider. CIEN's business are mainly focusing on big telecoms such as sprint, WCOM, or some Japanese telecom. They have a very good relationship with those. Beside, CIEN's fiber technology is superior than others. They have big business and talking about 100+ millions deal. If Cisco really want to fight with Northern Telecom or Lucent, its management should use CIEN as their gateway to penetrate to traditional telecom business. Optical fibre and IPOA (IP over ATM) are two big winning elements for telecom business. Data is growing too fast. Too many people are using telephone line to online these days. Michael