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Technology Stocks : Ciena (CIEN)

CIEN 212.93

+5.6%

Dec 8 4:00 PM EST

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To: Gary Korn who wrote (1486)	2/24/1998 10:26:00 AM
From: craig crawford	Read Replies (1) of 12623

<< I just listened to the entire CC. Some random comments I picked up: >> CIEN also mentioned that the $600 million they were cautiously optimistic about still making didn't include revenues from ATI. In 1996 they said ATI had $30 million in sales. I'm wondering if they acquired ATI to help them with AT&T and maybe some of those resources will be devoted to that. Still, there should be a significant revenue contribution from them. They also said the acquisition would be slightly accretive to earnings. << 2. The issue is not channels, but scalability. CIEN has scalability. >> I think LU has scalable solutions as well.

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