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

To: ratan lal who wrote (10342)2/14/2001 2:54:49 PM
From: t2  Respond to of 12623
 
If there is any company that can blow out earnings, I would think Ciena is it!

I wanted to buy but the stock ran up quite a bit. Might still buy it into the close if the Naz itself looks a little healthier (sustains rally).



To: ratan lal who wrote (10342)2/14/2001 3:20:05 PM
From: James Fulop  Read Replies (1) | Respond to of 12623
 
>>Any ideas on how well they will do?<<

I think a lot will rest on the revenue recognition schedule for the CoreDirector. In a recent interview Smith said,

"On the switching side, we're taking revenues from three customers. We've got equipment out at 14. And we will have commercially shipped by the end of this quarter to probably about 10 customers. So we've certainly got a head-start."

theneteconomy.com


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