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


To: MThree who wrote (3564)9/23/1998 1:33:00 PM
From: MThree  Read Replies (2) | Respond to of 12623
 
Even without the insult of a CSCO/CIEN merger, LU already has the headache of potentially having to pay a VERY COSTLY price for ASND in order to compete with CSCO in Data.

The danger to LU of a CSCO/CIEN merger, is that it gives CSCO a very reasonably priced entrance into LU's domain, courtesy of the alleged sabotage of the TLAB/CIEN marriage.

So it's not just the competition in DWDM that will bite back LU, it is the whole irony of what happened.