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Technology Stocks : TLAB info? -- Ignore unavailable to you. Want to Upgrade?

To: jhg_in_kc who wrote (4049)	10/12/1998 8:19:00 PM
From: Dave Dickerson	Respond to of 7342

At this point of time I would not be a buyer of Ciena for the following reasons 1. To have a quarter where they are looking for -.04/share is not too impressive. 2. The statement has been made that their products are like a commodity,lacking a great deal of technological leadership. This has to be proven one way or another. 3. To go from $92 to $8 is a heck of a ride, and they have lost a lot of face and confidence with investors. 4. Now Tellab's was impressed, but perception becomes fact and it weighs heavily on the downside. 5. In order for me to be a buyer of Ciena at these levels, I would have to do intensive research on their mgt. team and their products. Having said that if they got 3 good solid long-term contracts or were the candidate of another serious buyout, one could easily see them becoming a triple. DAVE DICKERSON