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Technology Stocks : Ciena (CIEN)
CIEN 233.87-1.9%Dec 31 4:00 PM EST
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To: Gary Korn who wrote (1378)2/21/1998 11:58:00 AM
From: Glenn D. Rudolph   of 12623
 
On another note, the biggest danger signal to me is not LU's technology (there always
will be new technology), but the heavy reliance upon so few customers. That said, I think
the WCOM deferral is actually a blessing in disguise: It clearly is pushing CIEN to
broaden its customer base, something it simply has to do if it is to become one of the big
boys/girls.

Gary,

It has been said by one excellent contributor to this thread and others, that CIEN will have 10 large customers by the end of 98. This individual has typically been accurate in the past.

Glenn
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