| cho and tcd...I'd like to ask that you both please focus on quantitative estimates of the value of the stock using your best estimates. The bickering and name-calling doesn't add value to the discussion, and reflects badly on both of you. Short or long, it's the discussion of valuation, fundamental analysis, as well as technical analysis, that gives these threads value. If I had a value estimate I'd provide it...as it is I bought CIEN a couple of years ago, then sold shares on the run to 200 or so, prior to the split. My original investment has been off the table for quite some time - the remaining shares are speculative. I agree with chojiro that if CIEN warns, shares could go down to the single digits. After all, we've been there before - but I really think a trip to 20 or so is more likely. On the other hand, I remain convinced that this is a company that is incredibly well managed and is executing well. I think they can grow at a high growth rate for some time to come. I have enjoyed the analyses of various poster's on this thread, including chojiro, but the bickering is really annoying. jbk |
