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: jghutchison who wrote (9878)	11/30/2000 1:54:17 PM
From: MarkC	Respond to of 12623

The Street responds. A couple of weeks ago I emailed the author of a story that lambasted CIEN for their irresponsible journalism. "I would be thrilled to see responsible journalism from TSC. I've read over the past few months about the optical bubble at TSC. Fortunately, some of these stocks are the real deal. They sport higher P/E's because of their extreme growth rates (but you already know that), which is drastically unlike the dot com bubble and the host of failed companies contained within it. It seems you guys are always pushing your agenda. Responsible journalism shows both sides of an argument. Here are two of the many links I could send you justifying valuation for Ciena. They show names and sources, something TSC has seemed to forget about while pushing their agenda." quote.bloomberg.com yahoo.cnet.com He responded today with this email; Just wanted you to know that I have published another article, following up on my 12 stocks that defy gravity story. Here is the link: thestreet.com Enjoy. These guys have quite a sense of humor! Mark

To: jghutchison who wrote (9878)	11/30/2000 2:28:57 PM
From: notblake	Read Replies (2) \| Respond to of 12623

your praise is misguided. roth is a buffoon. 5 years ago he was going to shut down the dwdm optics division because he didn't see it fitting into nortel's long term plan. mike unger, who headed the division until early this year, fought with him for months before convincing him to go forward. unger was responsible for all the key acquisitions (ie: cambrian from newbridge). he is the one responsible for nt's positioning. roth was right place, right time and still almost screwed it up. analogies to clinton and the US economy are correct..... sorry for the triade; couldn't help myself.....