Hijack,
Right now, the perception of Ciena is improving as institutional investors are beginning to view this company as a "must own" stock.
The same was true of JDSU on March 6. Beware.
In my view, Ciena is the play of this decade I non-concur. The play of the decade is proteomics.
I cannot find a single company whose prospects exceed that of Ciena, and I continue to search. That is my job. In the realm of FO automation, NEWP looks very attractive. In advanced network processing, Hyperchip and Velio are worth keeping an eye on. In FO components, Digital Lightwave, Agility Communications and Wavesplitter have the right combination of vision, perspicacity and drive to become the nexgen simian surrogates. But, bar none, if you read the literature, you'll agree Paracel and its parent are nonpareil. FWIW, and that may be a lot.
Le Faineant Qui Voit |