SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Ciena (CIEN) -- Ignore unavailable to you. Want to Upgrade?


To: Dakota Sullivan who wrote (1218)2/15/1998 6:28:00 PM
From: Tim Bagwell  Read Replies (2) | Respond to of 12623
 
I think people give LU more credit than is due them for brilliant business moves. If the folks at LU are such brilliant business people why are they running around trying to acquire everything in sight? With 130,000 people they can't even sell their own technology very effectively.

LU has a very poor revenue to employee ratio around $3500. LU is far too big to compete effectively in the WDM business with CIEN. CIEN is lean, not so mean and focused in on this market.