Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.89

-0.1%

Nov 12 3:59 PM EST

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To: Jay Charters who wrote (16511)	4/6/1997 11:20:00 PM
From: Paul Engel	of 186894

Jay - Re: "I got in on this CIENA deal, but it looks a little over bought so I sold out with a quick 10% profit." Congratulations on your quick profit. If the Wavelength/frequency division multiplexing increases capacity by 10X, I'd guess adding this capability is a lot cheaper than adding 10 times the existing fiber! In other words, a good deal. I recall they only had a few major customers (you mentioned Sprint) and that caused me to pause before I bought any stock. As for Lucent - that's a good cause for concern, but I'd bet that little innovative companies outmaneuvre large/old companies many more times than vice versa in newer technology deployment. I'll start to watch this stock more closely. Paul

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