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

To: gbh who wrote (3191)	9/16/1998 2:02:00 PM
From: william liao	Read Replies (1) \| Respond to of 12623

gbh, it does make sense, the lower the price cien can get (if there is a takeover), the less down side risk to the short. per your calculation the quick sale can get $18 the most. does that have less risk than a takeover price of 30, 40, or higher? Of course the people selling short on cien hate to see any takeover. but in this world nothing is for sure. you also misunderstood my second point. being small does not mean being weak. all big companies had a process of evolution of being small then became bigger and more big. cien being small has nothing wrong. they have to focus on their strong products and r & d and strengthen their marketing. It has been a stand alone company for several years with explosive revenue growth. there is no reason why they cannot do the same thing again. the process of being taken over distracted the management attention and their focus on customers and sales. on the other hand, customers usually do not want to buy from a takeover target because there are too much uncertainty. no one intends to commit large sum of money with the suppliers whose key employees/engineers may leave due to takeover, imo only.