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Technology Stocks : Ciena (CIEN)
CIEN 201.71+3.1%Dec 5 4:00 PM EST
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To: Glenn Norman who wrote (7001)4/14/1999 7:46:00 PM
From: Ishmael   of 12623
 
I disagree with part of your post "...the products they base their bussiness on will become commoditized (Lucent-Nortel-Pirelli- etc)in the near future" The Omnia and Lightera acquistions were made to combat this phenomenon as it gives them a more denfensible position in the network and makes their margins more defensible.

IMHO,
Ish
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