Ciena (CIEN) Message Board

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Technology Stocks : Ciena (CIEN)

CIEN 194.70

+9.2%

Nov 24 4:00 PM EST

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To: Sam Citron who wrote (1871)	4/2/1998 12:45:00 PM
From: craig crawford	Read Replies (2) of 12623

<< As I researched the matter, I became convinced that LU was the better DWDM play >> I totally disagree. LU is not the better WDM play. Lucent's stock may be doing better but not because they are superior in WDM. Ciena has shown consistently that they are ahead of LU in WDM development. The did it again when they announced their scaleable to 96 channel system. << because of the pioneering role they had in inventing the technology, their huge R&D budget (important in a new technology like DWDM >> If they are so superior then how come CIEN seems to come out with superior solutions quicker? << Additionally, on a price/sales basis, Lucent was (and still is) selling at a substantial discount to CIEN. >> There is a simple reason for that. Price to sales is useless. LU doesn't have half the margins that CIEN does and that's why their P/S is lower. That and they are much bigger. It's that simple. << Most people would seemingly prefer the excitement of betting on a long-shot racehorse than patiently researching an investment. >> Give me a break. Long shot race horse? CIEN is not a long shot racehorse.

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