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

To: Asymmetric who wrote (3282)	9/18/1998 10:00:00 AM
From: pass pass	Read Replies (1) \| Respond to of 12623

For companies with beaten-down stocks, nothing seems right. Good news usually is interpreted as lie, no news is interpreted as no one is minding the store. This is quite typical react from investors/traders who have got burned big time. Just go back and see the posts in ASND when it's around low $20s. When all the negative news is out, there must be an intrinsic value for Ciena.

To: Asymmetric who wrote (3282)	9/18/1998 11:58:00 AM
From: Daniel G. DeBusschere	Read Replies (2) \| Respond to of 12623

Peter Regarding OC-192 and fiber capacity- <<I know there's no way in hell any of our stuff could ever accommodate a DWDM for multiple OC-192 (and that's for ANY distance), cause we can barely accommodate one, and that's over a relatively short haul>> This comment is explosive in creating a thought process. For example, does this mean that the installed fiber is inadequate for today's DWDM equipment OR does this mean that this finding makes DWDM an even more compelling business proposition. For example, if a carrier wants more bandwidth, can the carrier get it by increasing the basic speed (i.e. OC-48 to OC-192) or is the carrier "forced" to install DWDM? Is there a restrictive market or is there a compelling market opportunity for DWDM (and CIENA)? I really enjoyed reading your post and would like to see any additional comment. -Dan