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


To: Lizzie Tudor who wrote (1707)3/9/1998 10:10:00 PM
From: Gary Korn  Respond to of 12623
 
Is there any likelyhood that LU would ever consider buying cien?

Michelle,

1. No such thing as a "bozo" question. Everything here qualifies as brainstorming.

2. On a product basis, it makes sense for LU to buy ASND, but not CIEN. The former has a range of products (RAS/RAC and ATM) that LU cannot fully match. In contrast, LU has its own DWDM products (at least in the lab).

3. On a technology basis, it is conceivable that LU might find that CIEN has something to offer. I just don't know. All in all, I think that a LU/CIEN deal would not occur given that LU has other fish to fry vis-a-vis product categories.

Gary Korn

Gary Korn