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Technology Stocks : Ciena (CIEN)

CIEN 243.79

+2.3%

Jan 15 4:00 PM EST

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To: Stewart V. Nelson who wrote (1240)	2/19/1998 8:44:00 PM
From: craig crawford	Read Replies (1) of 12623

<< UNPH probably will drop in sympathy with CIEN. Any drop would be an excellent entry point. >> I like the low 30's but I guess that's wishful thinking. I'm not too excited about buying UNPH in the 40's. JDS has been coming down in price to more reasonable levels as well. Some bright minds told me it might be time to scoop that one up. << Isn't Ciena's MultiWave Firefly system shipping yet? >> From CIEN's website: CIENA's new MultiWave Firefly will be demonstrated in the CIENA booth (#421) at the National Fiber Optics Engineers Conference (NFOEC '97) in San Diego, September 22 to 24. Firefly will be commercially available by the end of this year. The Company's launch of the product development effort for MultiWave Metro is expected to result in commercial availability during the second half of 1998. ciena.com << Seems to me it would go head to head with the GigaMux in the short haul market >> Yes, competition is heating up. It sounds like everyone is offering or developing short-haul WDM. CIEN, LU, IBM, HWP, Pirelli, NN--all the biggies. << and FIBR probably has NO DOLLARS left. Guess who will win the marketing war? >> Didn't you hear? Cisco is going to buy out FIBR! <g> Marketing problem solved! << Can't believe you're still lobbing "techno grenades" into the FIBR bunker >> You know how I love to argue. <g> Bad character trait. Just about everyone I have ever met told me I should be a lawyer. Looks like I will get my chance. FIBR wasn't content enough to sue that paper in London or Dow Jones, now they are suing me as well. Looks like I might get to take a vacation to California to wrangle with them in court. Know any lawyers that will represent me pro bono? <g> << They are either clueless or paid "cheer leaders" or both >> It's easy to be lured in by the thought of FIBR being "the next Ciena". FIBR supposedly offers over 200 products. I can't imagine a company like FIBR who has to issue stock every few months to finance it's operations can devote the resources required to support 200 products plus design a top-notch WDM. I'm having an even harder time believing that a local carrier or bell company will place serious orders with FIBR considering their financial status. Why go through the hassle of dealing with a rinky-dink outfit that chooses to engage in private placements with it's own management just to raise funds? A company (FIBR) that issues warrants to a lender just to get them to lend money! Why do that when CIEN (who has about 3x as much cash and equivalents as FIBR's entire market cap) or some other reputable company has short-haul wdm products coming out? Whoops...I guess I just made a good argument for not investing in LPTHA as well due to their small size. That's ok, I'm just keeping an eye on them for now. I did buy some POCI yesterday but that is just for fun. My little gamble for the week. Still keeping my eye on CMNT.

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