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.
Technology Stocks : Ciena (CIEN)
CIEN 201.51+2.9%Nov 6 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: jach who wrote (3004)9/14/1998 12:11:00 AM
From: jach  Read Replies (1) of 12623
 
Again, here is Ciena analysis and hopefully after reading above posts may be coming to make obvious sense for some that still in doubt

Ciena analysis (reasonable valuation 40-50$); key advantages on optical internetworking and wave division routing

no-clue analysts and most investors are just looking at the near-term anoouncements but
missing the following key areas:
- Ciena technology
- Installed base (SPRINT, Cable&Wireless, Bell Atlantic etc)
- The actual products that are shipping and
- Future optical internetrworking (going to be really really big)
with optical internwrking supporting big fat optical wave pipes directly from switch routers such as 12000, data over optical will also support voice packets. This will open up data networking comapnies ssuch as csco to the voice world and in a much more
competitive way; Future networks all will be pretty mcuh based on this technology such as Sprint; High-priced Voice switches, TDM and Sonet SDH Add/Drop muxes will be history -

IMO, Ciena at this price is a big bargain, this mkt of optical networking will grow exponentially in the next few yrs that is like the Internet; doubling every nine months; Based on this mkt growth and ciena revenue/profit picture (including the possible deals lost from ATT and Teleport), IMO, Ciena reasonable valuation should be between 40-50$; and imo, tlab should be paying 1 share instead of 0.8
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