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Technology Stocks : Ciena (CIEN)
CIEN 252.05-0.6%Jan 30 4:00 PM EST
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To: Tim Bagwell who wrote (1073)12/10/1997 8:28:00 PM
From: Doug  Read Replies (1) of 12623
 
Hi Tim: The Europeans also have a strong presence thru one of the French Telco's and they have a whole range of high end gear. Cienas's growth rate has decreased and my gut feel is that the competition is increasing and margins are being squeezed at this stage. Is there any source that publishes the Global fibre being upgraded and how that is carved up amongst the different global Companies. Presently, the valuations and growth rates are misaligned and a correction towards alignment will not be out of order.
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