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

To: Roger A. Babb who wrote (3399)	2/22/1998 10:20:00 PM
From: Eric Klein	Respond to of 18691

CIEN: Thanks everybody for the feedback on CIEN. I currently have no position in CIEN, and I think I'll wait for the smoke to clear before starting any new position, either short or long. One thing, though. I don't believe that the US is currently short of long distance data carrying capacity. Providers may hesitate to build out their capacity until they see demand really taking off (DSL and/or Cable Modem). No doubt when high bandwidth pipes enter the homes of America, the providers will expand, but it hasn't happened yet. These providers may wait, as WCOM has, to see if the technology goes down in price, as it inevitably will.