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

To: Gabor who wrote (4767)	10/30/1998 7:51:00 PM
From: CJ	Respond to of 12623

<.I only have 2 mill in gains this year,> Whatever you're doing, I wouldn't change it one bit! Best wishes, CJ

To: Gabor who wrote (4767)	10/30/1998 8:00:00 PM
From: mmeggs	Read Replies (3) \| Respond to of 12623

Just to add my voice to the chorus... I'm a broker (Gasp! - parasite, leech...) and I have been burned more times by "research analysts" with frilly newly minted MBAs from the well-known school fo your choice, than I can remember. An accounting class and a little finance does not teach you how to invest, it teaches you how to crunch numbers. Period. It is that very arrogance that is annoying, especially when as Forbes has pointed out, analysts are only right about 41% of the time. There is more to all of this than raw numbers. If there weren't, then Microsoft is selling at $40, Phillip Morris would be at $60, and disasters like OXHP, CD, and SOC, could not have happened. The story on CIEN is technology. They've got it, TLAB needs it. TLAB has a very dim future without some new products. CSCO could use it too. New contracts are great, because that just makes the takeout palatable for the acquiring company. Without new contracts, no takeout or you've got a shareholder mutiny on your hands. BUT, new contracts, higher projected revenues, vindication for the technology (like it needs it), ='s takeover. IMHO mmeggs

To: Gabor who wrote (4767)	11/2/1998 9:25:00 AM
From: hoyasaxa	Read Replies (4) \| Respond to of 12623

I was quite surprised to hear so much anger in response to my posts on Friday (Mischief Day). Perhaps I was too harsh in my criticism of the lack of fundamental analysis performed, discussed and debated on many threads. On each of the threads representing stocks that I own or am interested in, I have posed the question: "How do you value this thing? And have gotten vague or illogical responses (like "gut" or "feeling"), responses saying essentially that "fundamentals don't matter" or no response at all. Also, Qualatative analysis is essential - it provides the reason behind quantitative assessments and projections of value. In short, I'm not some overbearing jerk, just a fellow investor interested in discussing value along with current events, products, and predictions. Regards, JG