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To: Bill Harmond who wrote (7539)2/20/1998 12:08:00 PM
From: craig crawford  Read Replies (1) | Respond to of 27307
 
<< Id stay away from Ciena for a bit and let it find its legs. It's not cheap, and besides the WorldCom stretch-out, there are margin issues...

...On the other hand, Uniphase is getting hit today because Ciena is a big customer for their lasers and modulation equipment, and I bought more Uniphase at the open >>

Interesting that you think CIEN isn't cheap but you do think UNPH is cheap. (Is it safe to assume that you think UNPH is cheap because you bought more this AM?) And I can assume that you think YHOO is cheap as well? Or is YHOO expensive but set to get more expensive?

Just curious. I am the opposite of you, long CIEN and out of UNPH. They are both great companies but I think UNPH is just as expensive if not more than CIEN.