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Technology Stocks : Ciena (CIEN)

CIEN 176.45

-6.5%

Nov 20 4:00 PM EST

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To: Jana who wrote (1991)	4/17/1998 5:30:00 PM
From: pat mudge	Read Replies (2) of 12623

Jana -- I actually responded to your question last night from the hotel business center computer and it freaked and my post disappeared. Sort of humorous when you consider the companies I'm backing. Okay, my list of "select others:" Like Dennis said, ASND and NN are my two ATM picks. After that I have CIEN for fiber backbone; CSCO as a nod to conventionality (small position); CKEYF for their network management systems (spinoff from NN); TXN for DSPs (45% of market with no close second); SSPIF for their complete DSP systems with heavy concentration in wireless basestations, radar/sonar, surveillance, and RAS; CYMI for their Deep Ultraviolet Photolithography equipment for submicron chips (again, market leaders with somewhere between 40 to 60%); ALA for their aggressive stance with ADSL; ANIC, the "down and dirty"suppliers to wired, wireless and cable companies; and CKFR because they're the leaders in e-billing and this is the future. I admit I'm early with some of these, but I'm also patient. Perhaps since we're now officially into the week-end, others will give their top plays on the Internet-spawned voice-data convergence. Thanks for asking. Pat

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