To: Immi who wrote (3040 ) 8/16/1998 8:31:00 AM From: craig crawford Read Replies (1) | Respond to of 7342
>> No doubt TLAB WAS a good company. << Hehehe...was? It all changed in the blink of an eye? Suddenly the company is a loser? I wish everyone felt the way you do and pushed the stock down to 40. >> There are the Coherrent/Cien management now involved. TLAB has changed for the better or worse who knows. << There's one r in Coherent. >> Maybe, I will lighten up on TLAB some, or maybe I will wait in the sidelines.. << My advice to you? Sell. >> Why is business going to Nortel etc. Is the CIEN product weak?. << Get a grip. Nortel has been making telephone equipment for over a century! Ciena has been around for less than a decade. It is ridiculous to think that CIEN should have all the business and Nortel wouldn't have a presence. >> If there is so much demand for badwidth, QWST,LVLT,the RBOC's, should be at CIEN's door by now. << First of all CIEN announced a contract with one RBOC already. Second of all, one of the reasons CIEN merged with a company like TLAB was so they could gain a foothold with the other RBOC's which TLAB does business with. Thirdly, it is well known that RBOC's are just warming up to the idea of WDM in their networks. QWST is well known to have gone with Nortel's OC-192 WDM, you should have known that before the warning and if it bothered you so much you could have sold at 93. >> CIEN had 2 years to accomplish this and they do NOT have even one RBOC customer? << You obviously don't know a thing about CIEN, I suggest you go buy LU. I'll give you a hint. Go find out who just bought GTE for $50 billion, or read below. >> They have got small mom & pop CLEC's. << Sprint, Worldcom/MCI, BEL/GTE, CWZ, AT&T (hopefully) etc. Yeah... Ciena's customers are a bunch of small, mom and pop businesses!