Silicon Investor (SI) -- The First Internet Community

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) -- Ignore unavailable to you. Want to Upgrade?

To: John F. Dowd who wrote (7805)	11/23/1999 6:48:00 PM
From: Daniel G. DeBusschere	Read Replies (2) \| Respond to of 12623

Pirelli is probably a fire sale since Ascend was bought by LU. CIEN was teaming with CSCO on several deals especially IP over fiber using the CSCO gigarouter. CIEN clearly has the technical and installed market lead but there is probably a big spread in the asking price. Its a funny world though, look at all the money CSCO paid for Cerent. All right it was stock not money but CSCO stock is still pretty good currency. It would be shortsighted for CSCO to try to get by with a bargain when they know that time to market is everything and to pass up a leader indicates a failure to learn the lessons of recent history in this business.