What is the path forward for a North American optical networking company that is determined to be a specialist in a market where the dominant players are now based in China and offer extensive end-to-end solutions portfolios? In Ciena’s case, the plan is pragmatic: continue to innovate, strive to be best in breed, expand only into natural adjacent segments, and be prepared to adapt to emerging consumption models as the market evolves. These were the key messages that came across in a recent Ciena industry analyst event held at their headquarters in Hanover, Maryland. Clients, please log in to view the full content.