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Technology Stocks : Ciena (CIEN)

CIEN 230.34

+9.3%

Dec 19 4:00 PM EST

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To: James Fulop who wrote (10434)	2/17/2001 3:27:13 PM
From: bodie	Read Replies (2) of 12623

Just listened to the first part of the CC. Inventory (includes finished products and raw materials) build up is due to (Finished Products portion) 1.Items awaiting revenue (interesting choice of words, sounds like this means items not sold yet), 2.Acceptance from customer - installed products which are undergoing certification or are these products which are being tested, and if they meet the customers requirements will be installed?, 3.Systems designated for customer shipment. Raw Materials increase 1.Increase in orders from customers, 2.Early orders from customers for Q2. Does not sound like inventory is a problem. Sounds more like they are simply ramping up to keep up with demand. bodie

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