| Message | Subject | Recs | Date/Time (ET) |
| Perhaps of some interest as cable industry background:
"Cable Networks: A Pri | The New Arris Group Inc. (ARRS) | | 01/16/2002 07:08:06 AM |
| Of possible interest to some:
"Cable Networks: A Primer"
http://www.lightr | Harmonic Lightwaves (HLIT) | | 01/16/2002 07:05:31 AM |
| Might be of interest to some:
"Cable Networks: A Primer"
http://www.lightr | C-Cor Electronics-CCBL | | 01/16/2002 07:02:08 AM |
| <i>hope you're well</i>
Thanks. I'm doing fine, but just doing a lot more ga | Irvine Sensors | | 08/06/2001 07:29:05 AM |
| <i>you still around? Care to weigh in on the feasibility of the "Super Router".< | Irvine Sensors | | 07/30/2001 10:22:49 PM |
| <i>But doesn't Ciena also have exposure in the long haul market?
It seems clea | Ciena IPO | | 04/20/2001 07:17:20 AM |
| Could perhaps an increase in bandwidth trading (as mentioned in recent conferenc | Equinix Inc. - EQIX | | 04/05/2001 11:24:42 AM |
| <i>the market seems to agree with you at first glance</i>
Well, this has been | SDLI - JDSU transition | | 04/04/2001 11:17:59 PM |
| Here is Lightreading's rendition of the news...
Cisco Kills Monterey Router
| SDLI - JDSU transition | | 04/04/2001 10:45:17 PM |
| <i>How much market share did Cisco take away from Ciena with the router? Were th | Ciena IPO | | 04/04/2001 09:59:09 PM |
| <i>From the PR:
SAN JOSE, Calif., April 4 (Reuters) - Cisco Systems Inc.(Nasdaq | Cisco Systems, Inc. (CSCO) | | 04/04/2001 09:26:48 PM |
| <i>IMO this means more sales for Juniper</i>
No, I believe Juniper has not sw | Cisco Systems, Inc. (CSCO) | | 04/04/2001 05:35:10 PM |
| <i>This sure is not good for the Optical growth outlook...wow, isn't this suppos | Cisco Systems, Inc. (CSCO) | | 04/04/2001 05:21:54 PM |
| <i>Could this be equipment from Sycamore or Sonus?</i>
Beats me. Williams bu | SDLI - JDSU transition | | 04/03/2001 07:20:49 PM |
| <i>Since the placement was specifically to allow them to buy hardware, I would a | SDLI - JDSU transition | | 04/03/2001 07:07:04 PM |
| <i>Williams Communications Raises $1.4 Billion in Private Placement of Structure | SDLI - JDSU transition | | 04/03/2001 06:08:52 PM |
| Thanks. Your comments are much appreciated. (eom) | Ciena IPO | | 03/31/2001 07:54:14 AM |
| <i>Nortel is smart enough to know this so they are working with Lucent, Ciena, C | Ciena IPO | | 03/30/2001 05:50:46 PM |
| <i>I do know this: the real estate value in the neighbor will go down drasticall | Ciena IPO | | 03/30/2001 05:42:55 PM |
| <i>Who would exert such pressure? Certainly not carriers or providers who want a | Ciena IPO | | 03/30/2001 04:52:01 PM |
| <i>When we speak of pressure on vendors to conform to the standard, we should re | Ciena IPO | | 03/30/2001 04:23:23 PM |
| <i>When every single house in your neighborhood is on fire, most likely your hou | Ciena IPO | | 03/30/2001 04:13:10 PM |
| <i>The weakness was caused by a rumor that Cien push out its orders with JDSU.</ | Ciena IPO | | 03/30/2001 03:07:09 PM |
| Thanks Frank.
<i>What is it, in your straight-talk opinion, that you see a ve | Ciena IPO | | 03/30/2001 02:59:46 PM |
| Thanks for the info. I just don't have enough knowledge and experience in this | Ciena IPO | | 03/30/2001 01:23:03 PM |
| <i>Normally, when a deal closes there should be a conference call providing new | Ciena IPO | | 03/30/2001 11:34:56 AM |
| FWIW...the Cyras acquisition is now official...
"CIENA Announces Completion o | Ciena IPO | | 03/29/2001 07:43:16 PM |
| <i>Do you feel that they will earn 10 times as much in the next couple of years | Ciena IPO | | 03/29/2001 12:47:37 PM |
| <i>So do you feel that CIEN is 'being thrown out with the bath-water'?</i>
Ei | Ciena IPO | | 03/29/2001 12:20:45 PM |
| Thanks. But it appears the stock price does not care what I think, nor what the | Ciena IPO | | 03/29/2001 10:18:47 AM |
| <i>Notice the phrase "fewer dollars being spent on capex". Your statements about | Ciena IPO | | 03/29/2001 09:28:04 AM |
| <i>if Nortel has to lower prices to sell product, that would seem to be a sector | Ciena IPO | | 03/27/2001 08:52:02 PM |
| <i>100 million miss is the result of late orders from customers who got better p | Ciena IPO | | 03/27/2001 06:57:35 PM |
| <i>What is the implication of this for CIEN?</i>
It is hard to say. Kenneth | Ciena IPO | | 03/27/2001 06:24:29 PM |
| <i>However, I understand that Ciena is working on a 10G interface for the K2 and | Ciena IPO | | 03/27/2001 12:12:59 PM |
| <i>It is outrageous for the author to make a statement like that with no support | Ciena IPO | | 03/27/2001 10:25:33 AM |
| God is Dead
----------------------------------------------------------------- | Ciena IPO | | 03/26/2001 10:15:43 PM |
| Article courtesy Jonneyredlegs over on Yahoo...
"Ciena: Visibility at a Price | Ciena IPO | | 03/26/2001 01:26:34 PM |
| Courtesy the SDLI transition thread...
Photon Profits
By Bill Scanlon, Inter | Ciena IPO | | 03/23/2001 09:12:57 AM |
| <i>Bloomberg is reporting that Nortel is in talks to buy the optical division of | Ciena IPO | | 03/21/2001 09:47:43 AM |
| <i>. One has to wonder if there is an optical system equipment leasing firm, lik | Ciena IPO | | 03/20/2001 03:04:59 PM |
| <i>I wonder how long it will be before Ciena makes the announcement.</i>
Who | Ciena IPO | | 03/20/2001 09:28:54 AM |
| Brief article on optical Ethernet...
Prospects for Optical Ethernet
Lawren | Ciena IPO | | 03/18/2001 10:13:02 AM |
| <i>If it were not open, how would Broadwing integrate Corvis, Nortel and Ciena p | Ciena IPO | | 03/17/2001 04:40:36 PM |
| <i>By the way, I found this interesting statement on the Nortel web site: "...SO | Ciena IPO | | 03/17/2001 11:41:35 AM |
| <i>. If that is the case, then it seems as though Core Director is complimentary | Ciena IPO | | 03/17/2001 09:31:22 AM |
| It appears LayerOne is one of the unannounced CoreDirector customers....
http | Ciena IPO | | 03/16/2001 11:07:33 PM |
| <i>of course that was my opinion - OK - Otherwise Ciena would have bid unless th | Ciena IPO | | 03/16/2001 01:33:53 PM |
| <i>Ciena was not in the running for these jobs because the company cannot compet | Ciena IPO | | 03/16/2001 12:52:39 PM |
| <i>Anybody else having trouble listening to the conference?
I can't seem to g | Ciena IPO | | 03/15/2001 06:22:26 AM |
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