Steven Rosenbush / Wall Street Journal:

An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more  —  Ciena CEO Gary Smith is ‘suitably paranoid,’ but optimistic  —  The historic telecommunications crash of 2001 is burned indelibly …

Steven Rosenbush / Wall Street Journal:

An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more  —  Ciena CEO Gary Smith is ‘suitably paranoid,’ but optimistic  —  The historic telecommunications crash of 2001 is burned indelibly …

Source: TechMeme
Source Link: https://www.techmeme.com/261024/p6#a261024p6