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

To: Tim Bagwell who wrote (2017)	4/20/1998 4:35:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 12623

<i. In fact, it wouldn't surprise me if CSCO has similar letters of intent with LU and others. You may be right, but if I were CSCO, I'd certainly tout the biggest names I had. And LU wasn't mentioned. Later -- Pat

To: Tim Bagwell who wrote (2017)	4/20/1998 4:39:00 PM
From: joe	Read Replies (1) \| Respond to of 12623

Tim, I didn't read it as a deal. I still need to read it more carefully later today, but from my first glance at it, it seems like a partnership/collaboration, which has been going on for a while to make better products, that would help out both CIEN and CSCO. Among probably several advantages, the ones that come to mind immediately are: 1) CIEN gets a good dose of credibility siding with CSCO. CSCO is one of the 'gorilla' companies that is here to stay. I would think other big companies' like AT&T, etc. would greatly appreciate this. 2) CSCO badly wants to get into the carrier space with its higher end equipment. If they don't they face getting chewed up by smaller margin network companies below them in the food chain. I doubt very much they would partner with LU. This is their direct competitor. CSCO, I'm willing to bet, thinks they can be top dog over LU, and is trying to throw LU out of the picture. IMHO, I think they have a real good chance of this. * ANOTHER IMPORTANT CLUE TO LAST TUESDAY'S RUNUP * -------------------------------------------------- Yesterday, I was browsing through a previous edition of Red Herring magazine, and I saw that GOLDMAN SACHS was their IPO underwriter. Well, guess who made the upgrade? (or rather reit of a hold position) So obviously, GOLDMAN SACHS has a vested interest and cannot be trusted to give unbiased information. Boy, this stock is getting to be a puzzler... I feel it has potential, but who knows what's going on behind the scenes. I guess one has to play the "show me the money" game. No large risk taking on my part, unless I see a really good reason - I'll probably buy the stock if it goes down again, for now I just feel like holding. Anybody, have any better insights - I HOPE SO!! I need 'em <g> Joe