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

To: vvargesmd who wrote (8917)	5/18/2000 10:16:00 PM
From: James Fulop	Read Replies (1) \| Respond to of 12623

>>Did anyone hear anything negative or is just my impression that it all looks as good as possible?<< I think the following post from Ph_Wilson over on Yahoo sums up any negative facets to the call... >>Most interesting CC comment in my mind was perhaps the one that was most off-topic, and was spoken during Q&A: "NT is the competitor we are seeing the most, by an order of magnitude or more ... across the board, metro to long haul ... [and here's the whammy] "We see Lucent less than we did two years ago ... we don't see many of the new entrants talked about in the marketplace much at all." (these are close paraphrases if not exact quotes) Very g. conference call. only negatives seemed to be 1) EdgeDirector underperformance (eventual phaseout?), 2) systematic deferral of revenues for CoreDirector due to testing complexity (minor), 3) small shortage/price increase pressures for electrical components (also minor, these comprise a small % of material costs, so even large % increase will not have much impact on bottom line -- only out & out lack of supply would be a factor -- and they stated they "have not & do not expect they will lose any sales due to this," 4) delay of implementation of a featureset due to mfg capacity concerns (my impression is, it was no worth the risk of upsetting the boat to get these limited-demand features in the product). Very nice.<< messages.yahoo.com