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


To: Daniel G. DeBusschere who wrote (2841)9/10/1998 8:49:00 AM
From: esterina  Respond to of 12623
 
We should see this stock pop 1/2 hour after opening. The market makers are following the S&P down, but the fundamentals are here.



To: Daniel G. DeBusschere who wrote (2841)9/10/1998 8:51:00 AM
From: Sawtooth  Respond to of 12623
 
<<The world is starving for bandwidth - especially the last mile-
Anything that increases bandwidth on the cheap is going to be a big winner. Ciena would make a great catch for Ascend. That's what TLAB is worried about. One Ascend GBX 550 ATM switch plus Ciena optic gear = no need for Sonet equipment. That eliminates LU and TLAB revenues big time. Oh yeh, Ascend does not make Sonet equipment.>>

Agree. If Tlab deal blows up, hard to believe there aren't a coupla' players out there that would love to get Cien on the cheap. Lu (if they did what they're accused of, by some, to crash the deal) wouldn't have had to pull the rug out from a non-threat. And Csco?



To: Daniel G. DeBusschere who wrote (2841)9/10/1998 11:49:00 AM
From: Impristine  Respond to of 12623
 
<<<The world is starving for bandwidth - especially the last mile->>>

i don't know about you, man.....but i'm just plain starving <G>