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

To: jach who wrote (5794)	12/10/1998 1:11:00 PM
From: orson sanderson	Respond to of 12623

Jach, must agree on the fundamental analysis.However, I was once burnt with great company like IFMX compared to ORCL and Microsoft, there is also Pairgain that paled compared to the other ADSL companies. Take the case of Amgen compared to Merck and Pfizer. I know Amgen is a biotech but I used it as an illustration. Am concern that the street just turn finicky and drag everyone with the negative sentiment. As always sentiment be it positive and negative tends to feed on itself and the result are affected along with the customers. Hope you are right on the earning estimate. :)

To: jach who wrote (5794)	12/10/1998 6:19:00 PM
From: john dodson	Read Replies (1) \| Respond to of 12623

Re: IMO, they can beat the estimate of -4c to -3c. IMO, they'll likely come in at breakeven on a 1 to 2c lost. Well, so much for foundationless opinions, aye! What made you think that Ciena would come in at breakeven or thereabouts when the Ceo did his best to downplay expectations for the quarter? -John Dodson