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

To: Tim Bagwell who wrote (1844)	4/1/1998 11:03:00 AM
From: craig crawford	Respond to of 12623

<< T has already deployed around 1000 WDM systems. Did you know this? >> Yes, a bunch of proprietary dinosaur LU stuff. << And as far as I know they haven't placed many if any orders from CIEN >> They are still doing testing. No one expects revs from T in the first half of 1998. T is a big sloth that takes forever to make decisions. but once your in the door I think you will see a nice chunk of business from them. << LU continues to be the better investment even though it's valuation seems way out of whack. >> I respectfully disagree. I think CIEN is the better "investment". I think LU is probably the better trade. Actually THNK is THE trade for today. I don't recommend buying it up 5 though. I just sold the last of my position. Too crazy.