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

To: Tim Bagwell who wrote (1199)	2/4/1998 6:54:00 PM
From: Red Dragon	Read Replies (2) \| Respond to of 12623

I'm a little concerned with CIEN's poor relative strength ever since the Lucent announcement, despite a nice tech rally. Use the "chart" function on SI to compare CIEN with LU, or any other similar company over the last 20-30 days. Is this just "nervous" money taking a few chips off the table, or "smart" money making their way to the exits? By the way, overall discussion on this thread is great!

To: Tim Bagwell who wrote (1199)	2/5/1998 2:46:00 PM
From: Dakota Sullivan	Read Replies (1) \| Respond to of 12623

Tim, thanks for excellent situation analysis. I perceive the battle here is about marketing rather than technical standards. LU found itself in a position where customers were beginning to/threatening to migrate business to CIEN because LU had no appropriate product in this space. Their announcement is more defensive than offensive-it keeps current customers in the fold by reassuring them that the IBM of telecom can meet their needs in a reliable, low-risk kind of way.

To: Tim Bagwell who wrote (1199)	2/11/1998 7:31:00 PM
From: bill c.	Respond to of 12623

Tim: I've been away on vacation, thanks for the evaluation. ... until later.

To: Tim Bagwell who wrote (1199)	2/11/1998 9:40:00 PM
From: Doug (Htfd,CT)	Read Replies (3) \| Respond to of 12623

Gilder's Tech Report removed Ciena from the Telecosm Technology Table with the current (Feb 98) issue, saying: "This month, Ciena claims to be shipping their 100 Gbps system, thereby reclaiming the lead in capacity of currently shipping systems from Nortel (80 Gbps). But, despite the shipping of Ciena's new system, first announced in June 1996, Ciena will not acknowledge any new development work or product plans which would keep them in the race alongside the likes of Nortel and Lucent. Ciena's early ascendancy in WDM seems to have plateaued with the departure of David Huber and therefore, we have removed them from the Telecosm Technolgy Table." Comments? Don't ask me to post more. The copyrighted 8-page Gilder Technology Report costs me a couple hundred bucks to get in the mail. Gotta have some secrets... Doug (no position in CIEN, Nortel or LU)