Ciena (CIEN) Message Board

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Technology Stocks : Ciena (CIEN)

CIEN 194.70

+9.2%

Nov 24 4:00 PM EST

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To: Doug R who wrote (8953)	5/22/2000 6:28:00 AM
From: James Fulop	Read Replies (1) of 12623

>>coupled with a failure in the rollout of 2 new products<< Some of the press based on the CC gives that impression, but my impression is different from listening to the CC directly. But I guess if the press interprets it that way, it is gospel, no? >>higher materials' costs<< Again, not a black or white situation, as unlike its competitors, Ciena seems to be having more potential problems with the supply of basic electronic components as opposed to optical ones....It certainly looks like a lot of the press, as usual, really does not go into any details, but likes to make sweeping generalizations.... very interesting indeed... PS Not attacking you, but just pointing these generalizations out-I am also guilty of generalizing from time to time.. but they seem to snowball very easily in this general negative market environment...

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