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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Softechie who wrote (23799)	11/10/2001 3:32:34 PM
From: Robert H.	Read Replies (2) \| Respond to of 52237

Could be that CIEN is about to fess up to the revenue shortfall they're going to face when they report in Dec. Remember that Q accounted for 25% of their business; and Q's cap-ex spending just dried up. This little CC on Monday pre-market just might cast a bit of doubt on CSCO's pro-forma spin on their bottom line; not to mention JNPR and the rest of the networkers. I think that the action the last two days on the NAZ was just the smart money shifting positions from long to short. While I'm sure CIEN will spin the spin; the ST top is in, and CIEN may in fact be the straw that will break this leg of the market going into options expiration. The max-pain in options calls will determine how the week goes; at this point the set up is going to hurt a bunch.