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Technology Stocks : Ciena (CIEN) -- Ignore unavailable to you. Want to Upgrade?


To: James Fulop who wrote (8913)5/18/2000 7:20:00 PM
From: jghutchison  Read Replies (1) | Respond to of 12623
 
James, your memory archives are much better than mine. Thanks. Jack



To: James Fulop who wrote (8913)5/18/2000 10:08:00 PM
From: James Fulop  Respond to of 12623
 
"Ciena Beats Numbers, Drops Hints"

lightreading.com

An okay article, but I think the following passage is misleading...

>>In the discussion of results and during the ensuing Q&A, manufacturing constraints, components shortages, and slower-than-anticipated growth of revenue for the CoreDirector and EdgeDirecor product lines were mentioned as concerns.<<

In the Q&A the CoreDirector "slower-than-anticipated growth" comments were made in light of revenue deferral due to specific customer logistics, not actually not getting the customers' biz in the first place which I believe is this writer's implication.