Ciena (CIEN) Message Board

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Technology Stocks : Ciena (CIEN)

CIEN 191.78

0.0%

Nov 17 4:00 PM EST

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To: Rob Pierce who wrote (6821)	3/19/1999 5:11:00 PM
From: still learning	Read Replies (2) of 12623

Interesting post. The reason I think TLABS will always be adifficult deal is they've been badly burned by this deal once already, really twice with the renegotiation. I think CSCO (which I am long in) would do well to make this deal. FWIW I do not hold CIEN right now but am looking to buy below 20 and think it will continue to drift down espec. ifthe mkt starts to falter. WAG: any acceptable merger would have to be at 30-35 or above. If CIEN thinks it's worth 40-45, then they may not be willing to merge. But the value of going to CSCO (or TLAB) is they'd be trading into a much stronger stock. Not sure NT fits that category, and LU, too much bad blood for a deal there. Don't know about any others.

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