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Technology Stocks : Ciena (CIEN)

CIEN 243.79

+2.3%

Jan 15 4:00 PM EST

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To: James Fulop who wrote (7889)	1/6/2000 5:00:00 PM
From: James Fulop	Read Replies (2) of 12623

By the way CIEN and the rest of the sector traded down so fast in the last 10 minutes, I'd have to say somebody knew the about the Lucent warning.....anyway.... >>Lucent Implications : --Update-- LU cited weaker software sales and supply constraints due to a faster than expected shift to its DWDM product with OC-192 (10 Gbps) capability for its EPS miss in both Q1 and Q2. The software miss is not bad news for other telecom players such as Cisco (CSCO) that do not compete in this area (and might suggest stiff competition from Portal Software (PRSF) which competes with LU's Kenan Systems division). The strong demand for higher capacity DWDM products might actually be an opportunity for other DWDM players such as Ciena (CIEN) and Cisco, which is acquiring DWDM products from Pirelli. The size of this miss is very bad news for LU, but it is not clear that it is that bad for all telecom players; Cisco in particular still looks solid..... << post.messages.yahoo.com

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