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Technology Stocks : Ciena (CIEN)

CIEN 214.35

+0.7%

Dec 9 4:00 PM EST

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To: Sam Citron who wrote (1296)	2/20/1998 2:34:00 PM
From: craig crawford	Read Replies (1) of 12623

<< It is really unfair to compare Ciena with a great company like Lucent. >> Oh really? Lucent is great and Ciena is chopped liver? How long has Bell Labs been around? A hundred plus years? CIEN has acheived a market cap of $4.5 billion in just a handful of years. Give CIEN a century or two and get back to me. << In spite of Lucent's size, Bell Labs remains on the cutting edge of many technologies from semiconductor equipment to wireless to switches and DWDM >> Yeah, and IBM was considered the #1 networker back when Cisco came public. Cisco shut those notions up in hurry. CIEN has only been public a year! Give then a little time. << Ciena has gotten off to a fine start but Bell Labs is simply the best of breed. >> A fine start? Merely fine? Show me a company that has gotten off to a better start! I have found none. << It produces thousands of patents for every one that Ciena produces >> A lot of good it will do them. Half of them don't even get put to good use. LU has patents for stuff that there isn't even a market for. << Ciena's strength is a do-or-die pureplay opportunistic approach to DWDM >> I guess I don't understand what your getting at. Hasn't CIEN been doing it? They hardly look dead with triple digit sales and earnings gain. << . It aggressively pushed the time envelope to market these wonderful gizmos and forced the product out of LU's slowmoving methodical research lab to the test beds of telecom customers anxious to expand their bandwidth, even if the product was largely untested >> So now you are implying that their products were rushed out to the market and are inferior? << But all it takes is a glance at their prospectus to see that Ciena is dependent upon LU as a supplier, and you begin to wonder, not if, but when the supplier is going to flex its muscle. >> Please detail to me what CIEN needs from LU that they can't get elsewhere. And if that's the case, why did LU let CIEN get a foothold to begin with? They should have cut them off from the get go. Right? << But don't fret, if Ciena is any good at all they will find a way to co-exist with the Lucent and Nortel behemoths >> If they are any good? How do you go from zero sales to $455 million in about a year and a half without being any good? << For they know that they face extinction if they don't. >> I see, LU and NT are going to just take all CIEN's business? LU can't even keep up with the demand.

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