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

To: Kenneth E. Phillipps who wrote (10385)	2/15/2001 4:14:38 PM
From: James Fulop	Read Replies (2) \| Respond to of 12623

>>I do question whether they can ramp up production fast enough to keep up with the claimed growth rate.<< Well, I can't give you proof that Ciena will, but from my extensive DD on the company and based on past actions of the company, I feel that it has a good chance to ramp production efficiently. But again, the proof will be in the (customer) pudding....<g> PS Oh oh... Nortel out with a bit of news...ugh

To: Kenneth E. Phillipps who wrote (10385)	2/15/2001 6:54:48 PM
From: jghutchison	Read Replies (1) \| Respond to of 12623

Ciena vs Nortel To:hari t who started this subject From: Conan Thursday, Feb 15, 2001 6:01 PM Respond to of 9726 This talk of blaming it on the US economy is BS. I am so tired of seeing companies blame the economy or sector slowness when other direct competitors are growing like weeds in the garden. NT, LU, CSCO = more proof that companies can grow to such a size that management is completely unable to manage the business to meet expectations... These companies are like huge dying whales in the sea. The younger killer whales like CIEN, ONIS, etc... will feed on their decaying corpses for years... If you want to see the nightmare scenario for these folks check out 3COM or Cabletron. Conan