Ciena participates in optical transport and switching, converged optical Ethernet solutions, carrier Ethernet, and global services for its customers. The addition of Nortel MEN in March 2010 more than doubled the revenue base. Ciena operates in three segments: Network Platforms, representing 75%-80% of revenue; Software & Related Services, 6%-8% of revenue; and Global Services, 12%-14% of revenue.
VIAV, AVGO, GLW, JBL, QCOM, SWKS
James Kelleher, CFADirector of Research & Senior Analyst Technology