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

To: Elroy who wrote (11921)	3/14/2002 10:32:34 AM
From: jghutchison	Read Replies (1) \| Respond to of 12623

Elroy, Of course CIEN management will sell. Provided, of course, that the deal is in the best interest of CIEN shareholders, including management. Management have a fudiciary responsibility to the shareholders. But the real issue is what are the compelling reasons that you percieve in an improbable acquisition of CIEN by CSCO? You know that Cisco has already rejected a merger with Ciena for reasons of strategic interest. This is very old news. Cisco is the major presence in the enterprise area, but is weak in telecom, which is Ciena's forte. I would very concerned if Ciena bought a company that specializes in enterprise interfaces. Similarly, Cisco has failed in the optical networking arena with all of their acquisitions, with the exception of Cerent. Moral of the story is stick to your knitting. Jack Hutchison