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Ciena CEO Smith on What Wall Street’s Missing

Ciena's newer initiatives, sales of its "Wavelogic AI" chipset, and its software, Blue Planet, are two areas that show there are opportunities for the fiber-optic company beyond just how many units of equipment it can sell, according to chief executive Gary Smith. That's a disconnect with Wall Street's general view, which may explain why the shares are down 11% this year.
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