Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Gary Korn who wrote (1486)	2/24/1998 9:00:00 AM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 12623

Therefore, the potential definitely exists for CIEN to reverse the current dive in the stock price . . . IF it can announce a new contract or two anytime soon. Gary, This is exactly the announcement for which we are waiting. Glenn

To: Gary Korn who wrote (1486)	2/24/1998 10:26:00 AM
From: craig crawford	Read Replies (1) \| Respond to of 12623

<< I just listened to the entire CC. Some random comments I picked up: >> CIEN also mentioned that the $600 million they were cautiously optimistic about still making didn't include revenues from ATI. In 1996 they said ATI had $30 million in sales. I'm wondering if they acquired ATI to help them with AT&T and maybe some of those resources will be devoted to that. Still, there should be a significant revenue contribution from them. They also said the acquisition would be slightly accretive to earnings. << 2. The issue is not channels, but scalability. CIEN has scalability. >> I think LU has scalable solutions as well.