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Technology Stocks : George Gilder - Forbes ASAP
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To: gdichaz who wrote (343)3/7/1998 2:52:00 PM
From: George Gilder  Read Replies (5) of 5853
 
I think you are mostly right about Lucent. It's Nortel that is getting most of the big new orders and my interviews at the leading edge companies in fiber deployment leads me to believe that Ciena is slipping for the moment. None the less, I am eager to see them rebound, as entrepreneurial companies often do in the face of devastating competition from huge but slow moving rivals such as Nortel and Lucent. Ciena is now integrating a large team from Lucent. I promise I have not given up on them.
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