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Strategies & Market Trends : Buffettology

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To: James Clarke who wrote (2762)2/15/2001 10:33:49 PM
From: jhg_in_kc  Read Replies (1) of 4690
 
James what is your take on Dell earnings and conf. call. Since I no longer own the stock, I only occassionally visit the Dell thread...
What do you think of CIEN (200 p/e, I know...but the only fiber optic to not guide lower or warn. It may be eating NT's lunch.)
all the best
jhg
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