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.

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

To: Zeev Hed who wrote (30794)	2/18/2002 6:35:53 PM
From: t2	Read Replies (2) \| Respond to of 99280

Ciena believes it will speed up its return to profitability. Fewer competitors in a slumping industry has to be considered good, on an incremental basis. Now if JDSU/GLW or JNPR/CSCO/NT/LU did deals with no premiums, the market would take them as positive, imho. You could be right that this one alone may not be enough. After a 3 day break, we must be due for a major surge of deals soon....not necessarily in tech, which is my least favorite sector. It just can't stay this quiet for that long, or can it? Can Tyco really have that big of an effect on M and A activity? That is, companies are afraid to do deals and stay away from having to account for acquisitions. jmho