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Technology Stocks : Ciena (CIEN)
CIEN 234.26+1.6%Jan 12 4:00 PM EST
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To: craig crawford who wrote (1270)2/20/1998 12:28:00 PM
From: Sam Citron  Read Replies (1) of 12623
 
Craig,

You may as well add the likes of MSFT and INTC to your list. Yes, when putting my money on the line, I am partial to companies that have demonstrated their ability to adapt and reinvent themselves. Metioric growth is nice but sustainability is most important. It's just a matter of risk. I have seen too many comets flame out to stake my fortunes on another highly touted IPO. The market awarded this one a dizzying multiple. Had it been otherwise, I might have been a buyer rather than a short.

SC
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