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Technology Stocks : Ciena (CIEN)
CIEN 200.29+2.1%Nov 26 4:00 PM EST
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To: charger who wrote (6319)2/3/1999 11:29:00 AM
From: Doughboy  Read Replies (1) of 12623
 
Don't understand the Ciena euphoria today. Don Listwin on Cisco conference call made reference to DWDM becoming commoditized; that's a big blow to Ciena, because it implies that Cisco is not wedded to Ciena as a partner and Ciena's margins are bound to come down. Where are the buyers coming from?

Doughboy.
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