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


To: craig crawford who wrote (1147)1/27/1998 12:31:00 PM
From: Sam Citron  Read Replies (1) | Respond to of 12623
 
Craig,

CIEN has done incredibly well in spite of the everpresent risks. LU has posed a potent competitive risk from the very beginning. CIEN's strength has been its agility and its focus. LU moves much more slowly and deliberately. But LU has the financial and intellectual muscle to make it very difficult to compete against them in the long run. I think CIEN is still overpriced.

SC