SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Ciena (CIEN) -- Ignore unavailable to you. Want to Upgrade?


To: Sam Citron who wrote (4095)10/7/1998 1:31:00 PM
From: deke leatherman  Respond to of 12623
 
Yes- good analysis (excepting the TLab offer - but who can predict
who the purchaser will or will not be).

I too think that the best for cien & shareholders will be a buy out.

Buyer will probably be able to purchase < 8.



To: Sam Citron who wrote (4095)10/7/1998 2:17:00 PM
From: put2rich  Read Replies (2) | Respond to of 12623
 
Sam,
Problem is who can withstand huge loss from shorting at 30+ to 90 then wait till now. I did short too early and got burned, but I did not follow cien at 80-90 or I would have shorted if I had any pennies left. Wow in 1 year we learned both the pain in bull/bear markets.



To: Sam Citron who wrote (4095)10/7/1998 6:00:00 PM
From: Daniel G. DeBusschere  Read Replies (3) | Respond to of 12623
 
Sam-
Good post from the past. However, the Venture Capitalists and Nettles did not cash out. The VC chairman of the board, Jon Bayless is buying as much as he can at these levels. The VCs are looking at CIEN as a "mezanine" investment with much better upside potential than downside. If the world goes into a complete depression, bets are off; however, I like the upside potential. LU is not going to get everything that moves. There is a lot of non Telco buyers that will buy CIEN product. Some of the Telco buyers will select second sources just to keep LU and NT honest.
Best wishes
Dan