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

To: James Fulop who wrote (10431)	2/17/2001 2:07:28 PM
From: bodie	Read Replies (2) \| Respond to of 12623

Hello James, or anyone else that would care to take a stab at this question. I did a little number crunching and noticed that Revenue from Q4 2000 to Q1 2001 increased 22.5%, but the Inventories increased at 47% (about double the Rev rate). Companies that have showed this pattern in the past (NT and LU as examples) have ended up disappointing. I know CIEN just gave a rosy outlook for the future, but can you put my mind at ease and come up with an explanation as to why this is not a problem, or is it? thanks bodie