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 207.43-0.6%Nov 11 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kevin G. O'Neill who wrote (5931)12/17/1998 1:10:00 AM
From: jach  Read Replies (3) of 12623
 
no value starting neutral; gramdma said "nothing nice to say keep one's mouth shut". After the facts, follow-the-herds, a half-brain-dead person can do this type of rating half asleep. imo.

CIEN still has great technology and they still own more than 50% of DWDM market. Almost every high-tech companies went thru this type of growth pain. There are typically four stages for a high-tech company;
first stage - to go public
second stage - 100 million $ rev
third stage - 400 to 500 million $ rev
fourth stage - 1B $ rev

CIEN is at third stage now and needs to grow to the fourth stage. The last qtr earnings release reflected this. This means to bring new products and partners with companies like CSCO. IMO, CIEN has the capability to do it, that is to move to 1B$ company stage.

The stage after 1B$ revenue depends on how each company broadens their related markets.

CIEN valuation now is also extremely attractive for companies looking to get into the WDM market, mkt cap of 1.5B$ for a 500m$ revenue stream.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext