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

To: Gary Korn who wrote (2957)	9/12/1998 11:00:00 AM
From: gbh	Read Replies (2) \| Respond to of 12623

Gary, you are neglecting the most obvious of points. A Coherent "blow-up" did not cause its initially large spread. These two deals bear very little similarity at this point. Either CIEN management was not forthcoming all along regarding the current business climate, or TLAB management was completely irresponsible in not talking directly to current customers. Both of these cases give me nausea when I think about them. The other item that spooks me right now is the silence from TLAB. What do you make of this? I have a hard time persuading myself that this is a good thing. Gary