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: craig crawford who wrote (1833)	3/31/1998 9:54:00 PM
From: Helios	Read Replies (1) \| Respond to of 12623

Part of price movement can be attributed to the Barron's article where the analyst said that Ciena's problem is that their products are too good and only a few of them quench the demand. People may not believe that Barron's is the final word but they pay attention and when they see a small order like this from BA then you have confirmation. I expect that "small orders, low demand" is now the accepted story on Ciena. Maybe they should start renting the dohickies out.

To: craig crawford who wrote (1833)	3/31/1998 9:56:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 12623

Hey. You know well that today was the last chance for those who run the "funds" to pretend to not own any stock which is not fashionable. And the street has the story completely wrong on the likes of CIEN and UNPH. LU has vaporware in DWDM now. Note: Would appreciate your view on my "take" on Bell Atlantic "contract" - a first for short distance DWDM. Very postive IMO and totally, completely and not surprisingly not understood by the gurus of Wall Street (choke). Chaz