Following the company's earnings call, Ciena CEO Gary Smith told Light Reading's Phil Harvey that competitor Huawei's troubles with governments and telecom carriers around the world aren't much of a catalyst right now. Big carriers have already been eager to balance their equipment portfolios and avoid being beholden to one single, dominant vendor, Smith said. He also noted that Ray Le Maistre was right about telecom RFPs. Yeah, we're pretty shocked, too.