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

To: pat mudge who wrote (2079)	5/6/1998 11:41:00 PM
From: joe	Read Replies (1) \| Respond to of 12623

Pat, Hope all is going well with you at N + I. Sorry I haven't posted in a while. Been busy with COMS, and still chipping away at trying to understand the COMS/CIENA relationship. >> but why is it only investing $10-15million? Joe --- Everyone presenting said the same thing: no carrier is going to give a huge contract in one lump sum --- they'll give a portion and when you've proven yourself, you get more. NN said it and so did Qwest. "We have to prove ourselves over and over and over. . ." was how one put it. << I generally agree with the above. But,,, Here's a question, related to above, to mull over. What if Lucent was offered the $10-15million contract? I wonder how they would handle it, being a large cap company. Would this look appropriate? All that R&D to win small-contracts? Would it just go along and prove itself? Or would it demand more of a stake? CIEN has a pretty decent 'resume' as it is? It has proven itself to some degree already. Isn't this worth something? Just wonder what the response to all this would be? Maybe the real question to ask ourselves is: Can CIENA keep proving itself over and over again - for the next year. IMO - I don't like having to answer this, but I do think there will be enough business to feed all the good players over the next few years. I think there will be a wide variety of opportunities, where just one provider wouldn't be flexible enough to satisfy the entire market. By the way, I bought more shares yesterday and today. Lower prices by $2-4 from last week. Strange how price vacillates. I think it's a result of very uneven supply & demand. Another words, last week, a big chunk of money was thrown in. (Of course, it was related to the contract). Maybe the momentum people saw this and fueled the fire. FYI: CIEN announces earnings on 5/21 (after close) joe