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Technology Stocks : Ciena (CIEN)
CIEN 253.53-1.5%Jan 29 4:00 PM EST
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To: MIKE REDDERT who wrote (11418)8/11/2001 1:27:05 AM
From: chojiro  Read Replies (1) of 12623
 
Now Mike, assuming(I know I assume a lot) almost everything in life is a gamble. I usually don't make wagers where I feel I am at a disadvantage.

Do you want to look at the all the other economic factors that are at work here in this market?

Fo you wamt to get into Ciena's future potential with current economic outlooks? Do you want to discuss their TTM PE of 166? Or do you like to look through rose colored glasses at price to future estimates. My guess is they come in with the right numbers but revise future guidance- to the down side- just a hunch.

That's like trying to predict the last frost date while still in the month of Janurary. We are not out of the woods by any stretch of the imagination.

Are you long Ciena? have you done any comparisons of their guidance opposed those numbers that have come in by competitors? Does it matter who is king of the hill if the hill turns out to me an ant hill?

Am I bashing the company? I don't think so. Am i critical of the baluation placed on the stock? You bet I am. Do I believe they are still grossly over valued? You bet. But does that mean I will continue to be correct in my projections? No, we all know the market is not a rational play ground. However, those that think we have over shot the downside as much as the bubble inflated things, I strongly disagree. Time will prove one of us right.

Again, Good luck.
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