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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Frederick Langford who wrote (8700)	11/28/2001 12:03:51 PM
From: Sully-	Read Replies (1) \| Respond to of 99280

* 12:00 ET CIENA Corp (CIEN) 19.04 -1.15 (-5.8%): -- Update -- CSFB comments on the company's conference call; says tone was cautious short-term, reflecting timing of carrier spending and next generation purchase decisions by incoming characters; company was upbeat on its strategic position relative to Nortel (NT) and Lucent (LU) and emerging suppliers; says capex more backend loaded in 2002 and believes CIEN will feel this which puts more risk on revenue estimates than it had originally expected; says stock should be weak in the near-term.