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 (10038)	12/19/2000 9:07:23 AM
From: Elroy	Read Replies (2) \| Respond to of 12623

Also note that Ciena's acquisition price for this product is a small fraction of what Cisco paid for Cyras' sister company two years ago...$2.6 vs $7 billion, and is also considerably less than what Redback paid for Cyras' other sister company, Siara What do you mean by sister company? Is there some formal relationship, or do you just mean that all three are targetting the same network area with comparable products? Thanks

To: jghutchison who wrote (10038)	12/19/2000 9:33:53 AM
From: Kenneth E. Phillipps	Read Replies (2) \| Respond to of 12623

jgh, does this deal tell us there is a lot of life left in SONET, especially in the metro access space? "The deal, which is worth about $2.6 billion, strengthens Ciena's presence in the edge of optical networks by giving it a powerful Sonet-based multiservice provisioning platform (see Cyras: The Next Cerent? )." lightreading.com

To: jghutchison who wrote (10038)	12/19/2000 10:25:56 AM
From: Techplayer	Read Replies (2) \| Respond to of 12623

jghutchinson, does the timing for the sale by owners of Cyras after raising 150 million to run to IPO make you suspicious? In this world of incredible egos, selling for .4-.6X what the competition sold for also makes me suspicious. tp