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Technology Stocks : Ciena (CIEN)
CIEN 207.29-0.7%4:00 PM EST
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To: James Fulop who wrote (7730)11/4/1999 2:57:00 PM
From: Ishmael  Read Replies (1) of 12623
 
Consider this scenario....

CSCO needs DWDM, the assumption in the market was that they would buy a pre-IPO company such as Corvis or Qtera or whoever. But now given the Sycamore IPO, I find it hard to believe that any pre-IPO WDM company would be willing to sell. Therefore any acquisition that CSCO would make would be a costly one. So much so in fact I would bet that they would make a play for CIENA at 10BB and get the added benefit of market share and established revenue streams.

Any thoughts?
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