SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Ask Michael Burke
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Knighty Tin who wrote (29947)7/18/1998 5:22:00 AM
From: PaperChase  Read Replies (2) of 132070
 
MB. I think you are making an error by buying puts on CIEN.

I know TLAB is overpriced and fell to $62 on news of buying CIEN and is now at $86. (So much for dilution fears.)

I know CIEN has competition coming over the hill in Dense Wave Division multiplexing and their market cap is obscene. (Another CUBE in the making!)

But the bottom line is that TLAB has the opportunity to play major accounting games with the CIEN acquisition. All they have to do is follow the CPQ/DEC lead in writing off everything but avoid getting to greedy like COMS/USRX.

All of this in the midst of a manic market spells no correction this year for this duo. TLAB is the DELL equivalent in this market except TLAB's margins and demand are a lot healthier. <G>
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News