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Strategies & Market Trends : Three Amigos Stock Thread

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To: Sergio H who wrote (1371)	3/5/1998 12:26:00 PM
From: James Strauss	Read Replies (1) of 29382

FIBR... Sergio: FIBR reports its earnings today, and has a conference call... Here is a snipit from a Smart Money article: ""Ciena, the last company on our list, was an IPO star a year ago. It was the first company to market with a technology for wide-area networking known as Dense Wavelength Division Multiplexing. DWDM basically amounts to putting a prism in front of an optical beam, splitting the bandwidth and thereby increasing the capacity of backbone and trunk lines for ISPs and the phone companies. Now, however, Ciena faces competition for the first time, and must rapidly diversify its product line. Ciena has everything to lose, as Lucent and Osicom Technologies (FIBR), among others, begin to roll out their own offerings this year. With competition like that in the offing, we'd steer clear for now."" Jim

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