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Technology Stocks : TLAB info?
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To: DMaA who wrote (3613)9/10/1998 4:38:00 PM
From: James R Mohr  Read Replies (1) of 7342
 
I am sorry David, and although you are probably correct, statements
like that really are starting to bug me... CIENA's problems are
100% due to CIENA's management. This is the kind of thing that can
happen when you position yourself with too narrow of a product line
and too FEW customers. They have absolutely no advantage to allow
them to protect their margins/share. I would never question their
technology, but I do know they have viable competition.
j
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