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: James Fulop who wrote (8115)	2/19/2000 3:01:00 PM
From: James Fulop	Read Replies (1) \| Respond to of 12623

Thread, this is the article on which the audio clip syndey was kind enough to provide us with was based: "Ciena Revenue Shortfall Disappoints" streetadvisor.com Especially of interest is the following paragraph: >>However, the slight shortfall in revenues does not bode well for Ciena. High expectations are currently built into the price of stocks in general but optical gear companies are particularly affected, so we were a bit disappointed with the company's results. We would have liked to see a much stronger quarter, particularly since Lucent (NYSE: LU) reported a shortfall.<< The last sentence may not take into account the difference of revenue recognition timing different vendors have. Implied in the sentence is that Ciena should have taken business away from Lucent but did not according to the revenue reported. But why does this new business revenue have to have been immediately recognized? I am not saying he does not have a point-what I am saying is that it may be too early to say we see proof of that supposition. Just a thought....