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

To: Little Investor who wrote (1832)	3/31/1998 9:25:00 PM
From: craig crawford	Read Replies (3) \| Respond to of 12623

I could really care less about LU. They are a bunch of hypsters with their vaporware. I'm more upset that Bell Atlantic is only spending $25-35 million over 5 years for WDM. I'm even more upset that I wasn't on top of CIEN today. I leave my computer for a few hours and I come back to a 3 point decline. Spoiled my day. Spoiled my week. I notice UNPH did an about face and sold off 3 or 4 points as well.

To: Little Investor who wrote (1832)	3/31/1998 10:39:00 PM
From: Baudwalker	Read Replies (1) \| Respond to of 12623

<< This also raises the question whether the overall size and expected growth of DWDM market segment is hyped up too much >> You have put your finger on the crux of CIENs viability. I believe CIEN has great technology, BUT what is the real world time-phased demand profile for this technology? Objective market-demand analysis data must exist somewhere. Without it, informed investment decisions are not possible. As Craig Crawford suggests, "CIEN better come up with a good explanation for this". I too sincerely hope they can and will provide their shareholders with credible quantitative reassurance of their near-term and mid-term market potential.