Ciena (CIEN) Message Board

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Technology Stocks : Ciena (CIEN)

CIEN 207.43

-0.6%

Nov 11 4:00 PM EST

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To: John F. Dowd who wrote (7805)	11/23/1999 6:48:00 PM
From: Daniel G. DeBusschere	Read Replies (2) of 12623

Pirelli is probably a fire sale since Ascend was bought by LU. CIEN was teaming with CSCO on several deals especially IP over fiber using the CSCO gigarouter. CIEN clearly has the technical and installed market lead but there is probably a big spread in the asking price. Its a funny world though, look at all the money CSCO paid for Cerent. All right it was stock not money but CSCO stock is still pretty good currency. It would be shortsighted for CSCO to try to get by with a bargain when they know that time to market is everything and to pass up a leader indicates a failure to learn the lessons of recent history in this business.

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