Ciena (CIEN) Message Board

STOCKTALK

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 188.78

+1.0%

4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: John M. Gelnieau who wrote (6235)	1/26/1999 7:46:00 PM
From: Daniel G. DeBusschere	Read Replies (1) of 12623

Any deal is going to depend on Intellectual Property- CIEN's position is going to be undermined if they do not have important IP and/or if "competing technology" such as Silk Road displaces DWDM. Their best negotiation position is right now with their market share and everyone else's "time to market" problems. I think a deal will be done with CSCO and soon if the IP is really good. A bidding war as you outlined can really drive the deal up in the $40 range where Management would have a fiduciary duty to the shareholders to make a deal. Does anyone have an analysis on their IP?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next