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

To: Stash who wrote (3341)	9/20/1998 12:23:00 PM
From: Glenn D. Rudolph	Respond to of 12623

From my understanding, the reason WCOM pushed out their orders from CIENA ~a year+ ago, was the fact you just mentioned ie. Ciena's products were too good, capable of handling more through-put that WCOM needed and therefore, could not justify the additional expense of adding new equipment until demand required it. My memory maybe fuzzy here, so anyone that can shed some light on this, please do. Stash, I believe your memory is correct. I believe the analysts I was referring to was from Robertson Stephenson not positive on that. Who ever it was, seemed to be on target. It just hit me as being very unusual to downgrade a company due to its products being too good. That took some thinking on the analyst's part which is not as common as it should be. Glenn PS I of course, did not listen<G>