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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Eric Klein who wrote (2311)2/5/1998 1:46:00 AM
From: Dan Ross  Read Replies (1) | Respond to of 18691
 
CIEN is not a good short IMHO....they are a 1 product company....I agree....but you won't see competition hurting margins until more competition enters the market.....LU wants to preserve their margins too......

CIEN is, IMHO, a stock I would not short....

Dan Ross



To: Eric Klein who wrote (2311)2/5/1998 8:25:00 AM
From: Roger A. Babb  Respond to of 18691
 
Eric, I do not have a position in CIEN at the moment, but I do follow it and do agree that it is a good short. But then I think almost everything is a good short right now!!!


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