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

To: ratan lal who wrote (10404)	2/15/2001 9:36:52 PM
From: James Fulop	Read Replies (1) \| Respond to of 12623

"Can you list the items that you did DD on?" As an ongoing DD process, I pay attention to the suppliers, competitors, and customers of Ciena. In addition, monitor various threads, read as much as I can of the typical suspects like Fiberopticsonline, Lightreading..etc.. Listen to all of the above CCs...and finally read Frank C's thread here on SI...<g> If you are asking what specific items lead me to believe the way I do, I really couldn't give you one event/factor that would empirically support my beliefs...it is more of an overall impression gained from my couple of years following the company....