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Strategies & Market Trends : The New Economy and its Winners
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To: Lizzie Tudor who wrote (17913)8/22/2003 11:29:10 AM
From: Bill Harmond  Read Replies (1) of 57684
 
CSFB on Ciena this AM

• Maintain Outperform in UW group as a result of CIEN's ability to gain share in the optical networking market, increasing pipeline activity and relatively low consensus expectations; 6 month price target equals $6 which corresponds to 4x firm value to C2004 sales after adjusting for net cash and the $0.77 NPV of the deferred tax asset; Our DCF embeds a 19% long-term EBITA growth rate; Upward bias to our tgt to the extent the co is successful with several large outstanding RFPs.
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