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Technology Stocks : Ciena (CIEN)
CIEN 225.21-13.1%Jan 8 4:00 PM EST
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To: Thomas Haegin who wrote (5860)12/13/1998 12:26:00 PM
From: John M. Gelnieau  Read Replies (1) of 12623
 
Why revenue down 30%? Something to think about.

1) Sold less units due to taking eye off the ball earlier in year with TLAB merger activities and weak pipeline came home to roost.
2) Lost couple of significant orders, for whatever the reasons were, that take time to replace.
3) Discount line has been increased to secure business wins and is pressuring revenue line.
4) Loss of large expected orders means manufacturing overcapacity and higher fixed cost per unit creating margin squeeze.
5) Price/performance increases in technology means that customers get more for less so that every quarter a deal slips the net revenue from a specific level of capability declines.
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