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Technology Stocks : Ciena (CIEN)
CIEN 207.43-0.6%Nov 11 4:00 PM EST

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To: jach who wrote (5951)12/18/1998 12:05:00 PM
From: Daniel G. DeBusschere  Read Replies (2) of 12623
 
Ciena is well positioned from a technology standpoint and from an installed base and market share standpoint-
If enough of the "new guys" who do not own stock in and buy from the "big boys" continue to get money thrown at them to build Internet Backbones (i.e. IP Voice/Data/Video integrated nets), then I do not see how Ciena can lose. As soon as the internet stocks take a dive, then Ciena may be in trouble. Otherwise, the "new guys" and "new gals" will buy from Ciena based on price and ability to deliver. So watch the action on the internet stocks to determine if Ciena is going to hit a homerun. I want them to continue swinging the bat and keep doing just what they say they are doing.
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