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

To: nghi vu who wrote (1214)	2/12/1998 7:51:00 PM
From: Dakota Sullivan	Read Replies (1) \| Respond to of 12623

Nghi: CIEN is not out of the race by any means. They are, however, in a position where they must re-prove their leadership one of two ways: another quarter or two of stellar earnings or surprising new technology in the marketplace. LU has the luxury of being able to confuse/de-stabilize the market with promises and vaporware. They ultimately win (like MSFT v. NSCP) even if their technology is even just on par. Until CIEN does one of the two actions above, I believe they will be in a holding pattern, underperforming or drifting slightly lower, but not selling off much either. Sell first, ask questions later. Dakota