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Strategies & Market Trends : Guidance and Visibility

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Nov 18 3:59 PM EST

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To: DebtBomb who wrote (10481)	8/12/2001 1:23:07 PM
From: Frederick Langford	Read Replies (5) of 208838

Two different comments from two different houses CIENA Corp (CIEN) 30.88 unch: DB Alex. Brown previews next Thursday's earnings report... Expects CIEN to beat estimates on the top and bottom lines, with company guidance of 95%-105% top line growth for FY01 remaining intact and management blessing Q4 consensus... Anticipates management backing off earlier FY02 guidance of top line growth of 45%-65%, to adjust to macro-environment CIENA Corp (CIEN) 30.02 -0.86: Pacific Crest expects Ciena to meet its estimates of $457.3 mln and $0.17 when results are reported next Thursday, but thinks sluggish conditions and steep price discounts will impact CIEN going forward... firm lowered numbers for FY01 ($0.74 from $0.75) and FY0 ($0.85 from $1.09)... strong name but lacks visibility It seems it's impossible to listen to the analysts, as they must not know too much. If one listens to CIEN CEO, who in the last analyst meeting said they did have visibility,Alex Brown is probably more accurate. Time will tell. Fred

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