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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?


To: DMaA who wrote (775)10/29/1998 12:37:00 PM
From: George Gilder  Respond to of 5853
 
Ciena is a great long term technology play, but it blundered on its product definition. The price seemed to assume that it was winning contracts from the big telcos, and I knew it wasn't. Now it is valued for its technology.