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: Dennis R. Duke who wrote (1994)	4/17/1998 9:13:00 AM
From: Intel Trader	Read Replies (1) \| Respond to of 12623

Re: So if the parties involved in the placement leaked that it might be being used to build out a fiber portion using Ciena type hardware, WDWM, then our Tuesday, the 14th, run-up makes some seems. And IF that was the case, I can see where the CFO might be confident about the quarter, particularly, if the financing was to pay for product about to be delivered. If a leak has occured from our illustrious CFO's office, he needs to make material information public or he could find himself in some trouble for releasing insider information to others who trade on it. It is precisely this kind of thing that ticks me off about the market, and in the end it is the shareholders who are left holding the bag. I say: Shareholders of the world unite! Let the actors know that shareholders are looking for value and for them to work our investment dollars hard: Phone: 410-865-8500 Fax: 410-865-8929 Web Site: ciena.com CEO: Patrick H. Nettles CFO: Joseph R. Chinnici Don't take this crap passively, get involved!

To: Dennis R. Duke who wrote (1994)	4/17/1998 12:52:00 PM
From: joe	Read Replies (1) \| Respond to of 12623

Dennis, Interesting connection between the PSINet acquiring of debt, and the CIEN runup a few days ago. My opinion is that it's too much speculation to correlate these two events together - I think you acknowledge this in your post. What your post does tell me is: 1) There seems to be a constant dribble of these type of transactions in the internet/carrier/telephone space. I also get the feeling that the dribble is starting to become a flurry. I correlate this with the recent ups and downs of this stock. 2) These transactions are occuring world wide - for instance Europe. They don't seem limited to just the US, which is the primary users of such technology. So, I think the industry will spread world wide at a faster rate than other industries spread world-wide to increase growth (ex. McDonalds, Gillete, Coke). Another words, the growth potential is more evident in the work that CIEN does. 3) PSInet is dealing not just with major telephone companies, but with CLECs, ISPs and others. I interpret this as momentum to circumvent the legacy Baby Bells that don't come up with solutions to the most important problem of all - bandwidth problem. What's the good of having a Pentium II, if I can't get fast internet access. My thinking is that these fringe network providers are seeing an opportunity to cash in on new technology, and can probably increase revenues by starting to offer not just new products, but the same old products that the legacy telephone companies offer at a lower cost. Weak points of above: Even though I've been doing a lot of reading on many related subjects, I still have to do quite a bit of research to validate all I've said, and I need to understand the entire sector much better. I don't know this sector near as well as I should. I'm hoping that when I get a more developed insight to the entire industry, that I'll feel more confident on putting more $$ into CIEN - which seems to hold a lot of potential. Also, this thread has a lot of good information going back to the postings of 2-3 months ago. It's a good way to learn more about the company/sector. Joe