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

To: Winston Kim who wrote (3289)	9/18/1998 12:42:00 PM
From: Glenn D. Rudolph	Respond to of 12623

CIEN: ING BARING FURM decreased estimate for fiscal year ending 10/98 from $1.17 to $0.86 on 09/15/98 CIEN: ING BARING FURM decreased estimate for fiscal year ending 10/99 from $1.15 to $0.65 on 09/15/98 CIEN: ING BARING FURM decreased estimate for quarter ending 10/98 from $0.40 to $0.07 on 09/15/98

To: Winston Kim who wrote (3289)	9/18/1998 4:15:00 PM
From: William Grady	Respond to of 12623

I think Cisco should offer 1/2 share of Cisco for 1 share of Ciena which would work out to about $30 at current CSCO price. I think this would be a good deal for both companies. Cisco is already working with Ciena, and it makes too much sense for them to pass up on this opportunity to pick up Ciena cheap. Cisco is a great company but has less than 1/3 the revenues of Lucent; they better make sure that they have their guns fully loaded when they take on Lucent and Ciena is an important bullet that they will need in their war with Lucent.