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Technology Stocks : Ciena (CIEN)
CIEN 201.71+3.1%Dec 5 4:00 PM EST
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To: Jim Rathmann who wrote (528)7/16/1997 8:09:00 PM
From: Sam Citron   of 12623
 
Jim, I can understand what you mean although I don't think the situation is quite analogous. If LU is big enough to have such an impact on its suppliers (remember what happened to SDLI last quarter), they certainly can have a similar impact on their customers and competitors. I sure hope they don't need to hire McKinsey to tell them this.

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