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Technology Stocks : TLAB info? -- Ignore unavailable to you. Want to Upgrade?

To: John Carragher who wrote (2977)	8/14/1998 1:03:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 7342

John, it seems to me that the driving force behind the merger is Cienna's technology and the synergies implicit in the combination. One quarter of poor sales by Cienna ought not to compromise that assessment. Sure, it would be nice to pick up CIEN at half the price, but I think that in the long run this will be meaningless. TTFN, CTC

To: John Carragher who wrote (2977)	8/14/1998 1:03:00 PM
From: Yani Strei	Read Replies (1) \| Respond to of 7342

This might be a stupid question: Do you think that the company FINANCIAL officer's leave of absence has to do with what is going on? Thanks for your response.

To: John Carragher who wrote (2977)	8/14/1998 3:18:00 PM
From: Will Hou	Read Replies (1) \| Respond to of 7342

Thanks for the info. After listening thru the whole call (40min?), I bought some CIEN @53 and short Aug60 @1.25 (so best case, I'll get 8.25 profit for 51.75 spent in a week). From what I heard, it's a done deal because on technical merits. They clearly and repeatedly indicate long term views and product mix, also citing 52 to 55% profit margin model intact. Did a brief checkup on both companies, 30%+ forward LT growth rate sounds good to me. But of course, Clinton can always do something (or say something) stupid. You never know.