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Technology Stocks : Ciena (CIEN)

CIEN 207.43

-0.6%

Nov 11 4:00 PM EST

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To: Baldwin who wrote (4358)	10/16/1998 4:05:00 PM
From: L.B.Nguyen	Read Replies (3) of 12623

I have no doubt that TLAB has development projects that address its future needs. Few months ago when TLAB made an offer to CIEN, the logical reason IMO is TLAB had evaluated its own developments and came to the conclusion that it will be faster and better to incorporate CIEN technology than to proceed with its own R&D. Cheaper or not that is entirely debatable. TLAB's board of directors also bought into the idea which probably after extensive reviews by its own engineers. So in my analysis, CIEN's technology is very much ahead of TLAB's R&D. Now the deal was terminated due to other reasons and with the possibility of developing its own technology, Birck has no choice but to reaffirming investors that it has and able to continue with existing R&D. It is a logical business decision. If Birck ignores investor concerns about the future technology, he would effectively cast a death sentence on his own company, even a rooke would not do a thing like that. Birck has given me an idea of future growth in this arena by confirming next few quarters growth. Cien will growth with the group but to be blossom, it has to find a big brother to market its technology.

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