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


To: Daniel G. DeBusschere who wrote (4251)10/10/1998 6:06:00 PM
From: Sawtooth  Respond to of 12623
 
That's a great link-thru, Daniel. Thanks. (EOM)



To: Daniel G. DeBusschere who wrote (4251)10/10/1998 9:28:00 PM
From: gbh  Respond to of 12623
 
Daniel, I think CSCO has pretty much ruled out a takeover of CIEN with some rather harshly worded statements about the company. Of course, at the right price, anything is possible.

ASND currently has a partnership with Pirelli, and has been often mentioned as buyout fodder for LU, which if it happened would provide them with internal DWDM technology.

Even with these problems, I think the current major issue with a CIEN buyout is that Nettles thinks the company is worth more than it is. If he decides to wait a year, and in that year, he returns the company to profitability and growth, then he will have been proven correct. However, if things don't work out as planned, he won't be able to give the company away.

Gary



To: Daniel G. DeBusschere who wrote (4251)10/11/1998 12:41:00 AM
From: John M. Gelnieau  Read Replies (1) | Respond to of 12623
 
Danial,

Reason I am staying with and adding to position in this company. I think the ATT deal was a blow; but, if Cienna can pull some regionals in, and with some of the good news from Japan recently, maybe Cisco has to re-evaluate its position. Also, it is widely accepted that Asend wishes to stay alone and not become part of LU.

Cheers!