TLAB info? Message Board

STOCKTALK

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.

Technology Stocks : TLAB info?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Doughboy who wrote (3014)	8/16/1998 6:39:00 AM
From: craig crawford	Read Replies (1) of 7342

>> CIEN never booked revenue from AT&T, and never said it would--it's disingenous to make it seem that CIEN mislead investors about this potential customer. << I disagree. CIEN did lead investors to believe that AT&T would contribute to the bottom line. They never promised anything for 1998, but gave investors the impression it was a question of "when" not "if". >> IMO, it would have been shocking if T chose CIEN over LU... << I disagree. CIEN led investors to believe that T was going to do business with CIEN. They may still do business with T, but the relationship looks more tenuous. >> and while it would have been real GRAVY for it to happen, I don't think it fundamentally damages CIEN. << Once again, I respectfully disagree. How can potentially losing out on a customer that was forecast to spend well in excess of $100 million not be fundamentally damaging? CIEN was counting on T for a lot of business in 1999. Now there is uncertainty as to how much business CIEN will get if any at all. >> The key is CIEN staying on the cutting edge of DWDM << I don't think that will be a problem. LU is behind the eight ball and they know it.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next