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To: DanZ who wrote (40758)	6/18/2002 6:09:33 PM
From: Ron McKinnon	Read Replies (2) \| Respond to of 53068

Tony thanks for the read Dan, orcl fell right back off the conf call forward outlook soso as to gummy bear how about taking profits on say 2K? or is that heresy? gggggggg -------- 18:05 ET Semi equip book/bill rises to 1.26; bookings rise to $1.08 bln : Semi equipment industry book-to-bill ratio rises to1.26 in May from revised 1.22 in April; Pru est for May was 1.23, so this report appears to be a bit better than expected. Bookings rose to $1.08 bln from revised $996 mln in April (these are rolling 3-month avgs). ---------- crazy after hour action

To: DanZ who wrote (40758)	6/19/2002 9:55:14 AM
From: Kelvin Taylor	Read Replies (2) \| Respond to of 53068

Dan, how does the CIEN warning effect your outlook to hold the stock? Ciena warns that Q3 revenues could fall sharply (CIEN) CIEN cautions that Q3 revenues, including revs derived from ONI, could be down meaningfully from CIENA's stand-alone Q2 revs. Last qtr, CIEN posted revs of $87.1 mln and was expected to log revs of $80.72 mln this qtr. ONIS' revs had been projected, according to Multex, at $19.05 mln this qtr. We continue to navigate an uncertain telecomm environment --one in which service provider spending appears to have reached unsustainably low levels. In this environment our business remains volatile and unpredictable, and our fiscal third quarter revenues will depend heavily on the timing of customer orders and acceptance of products for which we already have orders."