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To: Techie who wrote (17969)	10/10/1998 10:18:00 AM
From: bobferg	Read Replies (1) \| Respond to of 68783

Techie, I don't follow these anymore, sorry dude.

To: Techie who wrote (17969)	10/10/1998 11:01:00 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68783

Hello Techie, >>Also if you have any thoughts on CIEN. I have a big >>position in this one all the way from 80 something. Ouch. I sympathize. I got stuck with this one at 58 while trying to get TLAB at a discount. I don't think I have ever seen a merge fall apart so effectively. If LU had anything to do with the bad press, I have to give them a lot of credit. They play hard ball and they have great timing. Hopefully, you have some nice profits to write that loss off against. I am also surprised at how ferocious the competition is on DWDM is. OC-48 has become a commodity in less than a year. simply amazing. I guess it doesn't help that the RBOC's are in no hurry to upgrade from OC-8/OC-16 because of the investment in fibre and equipment. Most seem to be waiting for OC-192 which is supposed to be available in 1999. I will believe when I see it though. I can't imagine CIEN management taking less than 32 a share after having turned down TLAB's last offer. It is going take time for the stock price to repair itself and they need that before they can even consider shopping themselved around. On the demand side, any ideas on what the cash flows for the CLEC's look like this quarter? I noticed CIEN mentioned last Q that the DSO were on the high side due to their customer taking longer than usual to pay. Take care Harry .