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: Geof Hollingsworth who wrote (2031)	4/22/1998 2:42:00 PM
From: Curtis E. Bemis	Respond to of 12623

SPRINT has already deployed Ciena WDM/DWDM gear-- See- sprint.com:80/sprint/press/releases/9606/9606120265.html sprint.com:80/sprint/press/releases/9803/9803160539.html

To: Geof Hollingsworth who wrote (2031)	4/22/1998 2:46:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 12623

It sounds to me as though there is more downside than upside to the AT&T relationship relative to the 1998 forecasts (i.e., more likelihood they will ship less than $50 million than there is that they will ship more than $100 mill.) Is the current price resting on the lower possibility or the higher? In other words, how much is built in? In deciding a strategy, one has to consider other players, right? AT&T isn't the only gang on the block --- though admittedly a pretty tough bunch. Actually, it's not CIEN that worries me. It's the overall craziness in the market. Shopping for a crystal ball --- Pat