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

To: George Bielski who wrote (3009)	9/14/1998 1:47:00 AM
From: Chris Helton	Read Replies (1) \| Respond to of 12623

this PR report you printed re Pirelli and Ascend could easily be compared to the Cisco/Ciena PR re IP Routers connecting to DWDM. Ciena doesn't care whether the port is ATM or IP, they have set their equipment to accept OC-48 (i.e. 2.5 GB) data streams. Ciena is working with Cisco, Pirelli is working with Ascend. which one would you bet on? I would take Cisco anyday. It is not a matter of which technology is better. Both will work and carriers will use both. It will come down to marketing muscle. Cisco. Cisco. Cisco.

To: George Bielski who wrote (3009)	9/14/1998 2:06:00 AM
From: jach	Read Replies (1) \| Respond to of 12623

CIEN revenue based calculation yields 36$ to 60$ range CIEN with revenue of about 600M can be easily calculated based on average historical networking companies acquisition range of 6 to 10 times revenue; that will be between 36$ to 60$ range. CIEN at this 16$ is a big bargain considering the installed base, technology and the large well-known customer base such as SPRINT, Bell Atlantic, Cabe and Wireless and with Cisco. Pirelli and Teleport, never ever heard about them up till now; may be for tires and car ports