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

To: craig crawford who wrote (1382)	2/21/1998 2:28:00 PM
From: Bong Lewis	Respond to of 12623

"I think TLAB is just as if not more expensive than CIEN. TLAB's valuation isn't exactly "cheap". It was a much better buy in the 40's. CIEN was too expensive at 63 just like TLAB was too expensive at 65. TLAB became a good buy in the mid 40's and now CIEN is a good buy in the low 40's. TLAB and CIEN have the same PSR and CIEN has a lower multiple on earnings (although some would argue that CIEN's earnings picture is much more cloudy)." I copied and pasted the above from tlab thread. I dont want to mad the people in the tlab thread. Thanks for taking your time to analyze your view about CIEN, tlab, LU and others. Personally, I like CIEN since their IPO. Infact, this is the time I am waiting for (sorry to say this ciena guys) to get into CIEN. But I would wait to see how thing goes after the first day tumbling. One thing that I wonder why you would sell tlab to buy CIEN at 40? Dont you think TLAB is a good company to hold for long time? I dont know if TLAB could fall back to 45 so you can buy it back unless there is another correction. About COMS, it's my trading stock. I used to buy it below 31 and sell about 35. I am not used to short stocks like you. --regards