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: Rustam Tahir who wrote (11138)	6/16/2001 10:40:38 AM
From: tcd	Respond to of 12623

you need to read this about NT. also RSTN is in the metro like CIEN - so we see that METRO is in favor. as another poster wrote, "streets in many cities are being dug up to lay fiber. this is metro at its finest and CIEN is part of that program. Message 15953151 I don't think CIEN will warn.

To: Rustam Tahir who wrote (11138)	6/16/2001 12:22:00 PM
From: jghutchison	Read Replies (3) \| Respond to of 12623

Rustam, We've known for a long time that the legacy equipment market was going to get slammed. But this announcement is breathtaking. I had no idea that things were that bad over at Nortel. It looks like my predictions of Nortel's equipment write-offs were not that premature. Meanwhile, Ciena is still hiring as their business remains brisk. Very strong message there. There is also a strong message in Nortel's woes as they are incorrectly perceived to be pervasive throughout the industry. This is a fallacy. But the winning companies like Ciena and ONI Systems may continue to suffer collateral damage in their stock prices, all while they are out there capturing market share from the losers. Will the buying opportunity of a lifetime get better? Jack Hutchison

To: Rustam Tahir who wrote (11138)	6/16/2001 1:46:07 PM
From: Colonel_Bill	Read Replies (2) \| Respond to of 12623

In this recent article, it indicated that CIEN "steered clear from reaffirming their earnings guidance." Have they recently confirmed (maintained) their guidance in a different forum? To:chojiro who wrote (11134) From: mact Friday, Jun 15, 2001 11:06 AM Respond to of 11140 Does JDS Uniphase's Warning Suggest That Ciena's Earnings May be at Risk? Asks Thomas Kee of Stock Traders Daily SAN FRANCISCO, Jun 15, 2001 /PRNewswire via COMTEX/ -- Stock Traders Daily, stocktradersdaily.com , has identified a correlation between the JDS Uniphase Corporation (Nasdaq: JDSU chart, msgs) warning and a potential warning from CIENA Corporation (Nasdaq: CIEN chart, msgs). After speaking with both companies, and with representatives of enterprise class carriers, the end users of each company's product, Stock Traders Daily has determined that the probability of a warning from Ciena appears significant. "Prior to the recent warning from JDS Uniphase the picture was much brighter for Ciena," says Thomas Kee of Stock Traders Daily. "Now that JDS has warned though, the outlook is much less clear." Ciena recently held an upbeat conference call at the Supercomm 2001 trade show, but they steered clear from reaffirming their earnings guidance. This is in accordance with company policy, because Ciena prefers not to discuss earnings during the middle of their fiscal quarter, but coupled with the JDS Uniphase warning, many investors are left with unanswered questions and concerns about earnings during the next few quarters.